EPDPX Mutual Fund

EPDPX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-1.07%
3 Months
+0.18%
6 Months
-2.67%
YTD
+8.82%
1 Year
+19.09%
3 Years (annualized)
+24.64%
5 Years (annualized)
+14.19%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPDPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P International Dividend Opportunities Index(^SPGTDOU:SP)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+12.44%
vs Peers
-3.61%

EPDPX Mutual Fund Performance

EPDPX performance across multiple time periods: 1-month -1.07%, YTD 8.82%, 1-year 19.09%, 3-year 24.64%, 5-year 14.19%, 10-year 9.55%.

EPDPX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

EPDPX vs another fund shows side-by-side returns. EPDPX alternatives are available in the Mutual Fund Screener.