EPIVX Mutual Fund

NAV$14.86

Returns Overview

1 Month
-7.19%
3 Months
-6.41%
6 Months
-4.44%
YTD
-4.44%
1 Year
+15.70%
3 Years (annualized)
+14.75%
5 Years (annualized)
+10.05%
10 Years (annualized)
+8.14%

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

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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 World Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
-4.44%
Peer Avg (YTD)
+9.13%
vs Peers
-13.58%

EPIVX Mutual Fund Performance

EPIVX performance across multiple time periods: 1-month -7.19%, YTD -4.44%, 1-year 15.70%, 3-year 14.75%, 5-year 10.05%, 10-year 8.14%.

EPIVX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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