EPBIX Mutual Fund

NAV$9.03

Returns Overview

1 Month
-0.68%
3 Months
+1.30%
6 Months
-0.26%
YTD
-0.26%
1 Year
+2.45%
3 Years (annualized)
+4.28%
5 Years (annualized)
+1.72%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+0.99%
vs Peers
-1.25%

EPBIX Mutual Fund Performance

EPBIX performance across multiple time periods: 1-month -0.68%, YTD -0.26%, 1-year 2.45%, 3-year 4.28%, 5-year 1.72%, 10-year 2.06%.

EPBIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

EPBIX performance comparison shows side-by-side returns with another fund. EPBIX alternatives are available in the Mutual Fund Screener.