EPLCX Mutual Fund

EPLCX Mutual Fund

NAV$26.45
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Returns Overview

1 Month
+2.10%
3 Months
+7.29%
6 Months
+12.76%
YTD
+16.68%
1 Year
+25.51%
3 Years (annualized)
+17.95%
5 Years (annualized)
+12.40%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLCX 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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+11.41%
vs Peers
+5.27%

EPLCX Mutual Fund Performance

EPLCX performance across multiple time periods: 1-month 2.10%, YTD 16.68%, 1-year 25.51%, 3-year 17.95%, 5-year 12.40%, 10-year 11.03%.

EPLCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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