EPEIX Mutual Fund

EPEIX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
-4.82%
3 Months
-5.20%
6 Months
-7.64%
YTD
-2.07%
1 Year
-0.24%
3 Years (annualized)
+11.21%
5 Years (annualized)
-0.99%
10 Years (annualized)
+4.27%

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)
-2.07%
Peer Avg (YTD)
+9.82%
vs Peers
-11.89%

EPEIX Mutual Fund Performance

EPEIX performance across multiple time periods: 1-month -4.82%, YTD -2.07%, 1-year -0.24%, 3-year 11.21%, 5-year -0.99%, 10-year 4.27%.

EPEIX returns trail the peer average of 9.82% 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.