EPLKX Mutual Fund

EPLKX Mutual Fund

NAV$25.21
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Returns Overview

1 Month
+1.98%
3 Months
+6.96%
6 Months
+12.02%
YTD
+15.78%
1 Year
+23.86%
3 Years (annualized)
+16.37%
5 Years (annualized)
+10.22%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLKX 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)
+15.78%
Peer Avg (YTD)
+11.41%
vs Peers
+4.36%

EPLKX Mutual Fund Performance

EPLKX performance across multiple time periods: 1-month 1.98%, YTD 15.78%, 1-year 23.86%, 3-year 16.37%, 5-year 10.22%, 10-year 9.24%.

EPLKX returns outperform the peer average of 11.41% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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