EPLMX Mutual Fund

EPLMX Mutual Fund

NAV$26.14
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Returns Overview

1 Month
+2.06%
3 Months
+7.17%
6 Months
+12.51%
YTD
+16.34%
1 Year
+24.86%
3 Years (annualized)
+17.30%
5 Years (annualized)
+10.94%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLMX 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
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📉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)
+16.34%
Peer Avg (YTD)
+11.41%
vs Peers
+4.93%

EPLMX Mutual Fund Performance

EPLMX performance across multiple time periods: 1-month 2.06%, YTD 16.34%, 1-year 24.86%, 3-year 17.30%, 5-year 10.94%, 10-year 10.36%.

EPLMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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