EPEIX Mutual Fund

EPEIX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
+1.88%
3 Months
-2.57%
6 Months
-1.96%
YTD
+3.31%
1 Year
+13.78%
3 Years (annualized)
+8.66%
5 Years (annualized)
-0.68%
10 Years (annualized)
+5.13%

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
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🏦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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+17.66%
vs Peers
-14.35%

EPEIX Mutual Fund Performance

EPEIX performance across multiple time periods: 1-month 1.88%, YTD 3.31%, 1-year 13.78%, 3-year 8.66%, 5-year -0.68%, 10-year 5.13%.

EPEIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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