EPLDX Mutual Fund

NAV$26.65

Returns Overview

1 Month
+1.95%
3 Months
+11.29%
6 Months
+15.04%
YTD
+14.29%
1 Year
+23.32%
3 Years (annualized)
+16.94%
5 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+9.49%
vs Peers
+4.80%

EPLDX Mutual Fund Performance

EPLDX performance across multiple time periods: 1-month 1.95%, YTD 14.29%, 1-year 23.32%, 3-year 16.94%, 5-year 11.54%.

EPLDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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