EPDPX Mutual Fund

EPDPX Mutual Fund

NAV$15.26
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Returns Overview

1 Month
+2.71%
3 Months
-2.84%
6 Months
-0.30%
YTD
+8.63%
1 Year
+36.97%
3 Years (annualized)
+20.90%
5 Years (annualized)
+14.16%
10 Years (annualized)
+9.00%

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)
+8.63%
Peer Avg (YTD)
+11.41%
vs Peers
-2.79%

EPDPX Mutual Fund Performance

EPDPX performance across multiple time periods: 1-month 2.71%, YTD 8.63%, 1-year 36.97%, 3-year 20.90%, 5-year 14.16%, 10-year 9.00%.

EPDPX returns trail the peer average of 11.41% 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.