EPEIX Mutual Fund

NAV$12.71

Returns Overview

1 Month
-3.92%
3 Months
-0.97%
6 Months
+1.41%
YTD
+1.41%
1 Year
+12.59%
3 Years (annualized)
+8.73%
5 Years (annualized)
+2.18%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPEIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+23.08%
vs Peers
-21.67%

EPEIX Mutual Fund Performance

EPEIX performance across multiple time periods: 1-month -3.92%, YTD 1.41%, 1-year 12.59%, 3-year 8.73%, 5-year 2.18%, 10-year 7.13%.

EPEIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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