EPLKX Mutual Fund

EPLKX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
+0.65%
3 Months
+4.54%
6 Months
+8.53%
YTD
+16.52%
1 Year
+21.02%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.48%

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)
+16.52%
Peer Avg (YTD)
+12.44%
vs Peers
+4.09%

EPLKX Mutual Fund Performance

EPLKX performance across multiple time periods: 1-month 0.65%, YTD 16.52%, 1-year 21.02%, 3-year 16.15%, 5-year 9.92%, 10-year 9.48%.

EPLKX returns outperform the peer average of 12.44% 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.