EPIVX Mutual Fund

EPIVX Mutual Fund

NAV$15.55
See how much of EPIVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.63%
3 Months
-1.80%
6 Months
-4.87%
YTD
-0.02%
1 Year
+20.96%
3 Years (annualized)
+15.52%
5 Years (annualized)
+11.16%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPIVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+9.42%
vs Peers
-9.44%

EPIVX Mutual Fund Performance

EPIVX performance across multiple time periods: 1-month 4.63%, YTD -0.02%, 1-year 20.96%, 3-year 15.52%, 5-year 11.16%, 10-year 8.15%.

EPIVX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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