EPLBX Mutual Fund

NAV$21.12

Returns Overview

3 Months
+1.25%
6 Months
+1.44%
YTD
+5.07%
1 Year
+7.44%
3 Years (annualized)
+8.78%
5 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLBX 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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+5.42%
vs Peers
-0.35%

EPLBX Mutual Fund Performance

EPLBX performance across multiple time periods: YTD 5.07%, 1-year 7.44%, 3-year 8.78%, 5-year 10.86%.

EPLBX returns trail the peer average of 5.42% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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