EPLIX Mutual Fund

EPLIX Mutual Fund

NAV$25.47
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Returns Overview

1 Month
+0.70%
3 Months
+4.69%
6 Months
+8.93%
YTD
+17.09%
1 Year
+21.87%
3 Years (annualized)
+16.99%
5 Years (annualized)
+10.72%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLIX 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)
+17.09%
Peer Avg (YTD)
+12.44%
vs Peers
+4.65%

EPLIX Mutual Fund Performance

EPLIX performance across multiple time periods: 1-month 0.70%, YTD 17.09%, 1-year 21.87%, 3-year 16.99%, 5-year 10.72%, 10-year 10.27%.

EPLIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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