EPIBX Mutual Fund

EPIBX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
+0.83%
3 Months
+0.90%
6 Months
-0.98%
YTD
+1.13%
1 Year
+3.29%
3 Years (annualized)
+4.66%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPIBX 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
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+0.20%
vs Peers
+0.92%

EPIBX Mutual Fund Performance

EPIBX performance across multiple time periods: 1-month 0.83%, YTD 1.13%, 1-year 3.29%, 3-year 4.66%, 5-year 1.85%, 10-year 1.89%.

EPIBX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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