EPIVX Mutual Fund

EPIVX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+10.36%
3 Months
+7.17%
6 Months
-1.03%
YTD
+10.34%
1 Year
+24.38%
3 Years (annualized)
+20.60%
5 Years (annualized)
+13.57%
10 Years (annualized)
+9.81%

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
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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 World Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+10.17%
vs Peers
+0.17%

EPIVX Mutual Fund Performance

EPIVX performance across multiple time periods: 1-month 10.36%, YTD 10.34%, 1-year 24.38%, 3-year 20.60%, 5-year 13.57%, 10-year 9.81%.

EPIVX returns outperform the peer average of 10.17% 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.