EPLIX Mutual Fund

EPLIX Mutual Fund

NAV$26.16
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Returns Overview

1 Month
+2.02%
3 Months
+7.15%
6 Months
+12.40%
YTD
+16.28%
1 Year
+24.76%
3 Years (annualized)
+17.25%
5 Years (annualized)
+11.04%
10 Years (annualized)
+10.04%

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)
+16.28%
Peer Avg (YTD)
+11.41%
vs Peers
+4.87%

EPLIX Mutual Fund Performance

EPLIX performance across multiple time periods: 1-month 2.02%, YTD 16.28%, 1-year 24.76%, 3-year 17.25%, 5-year 11.04%, 10-year 10.04%.

EPLIX returns outperform the peer average of 11.41% 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.