EPLMX Mutual Fund

EPLMX Mutual Fund

NAV$26.48
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Returns Overview

1 Month
+5.04%
3 Months
+2.87%
6 Months
+10.60%
YTD
+20.45%
1 Year
+22.80%
3 Years (annualized)
+21.47%
5 Years (annualized)
+11.74%
10 Years (annualized)
+11.12%

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)
+20.45%
Peer Avg (YTD)
+14.61%
vs Peers
+5.83%

EPLMX Mutual Fund Performance

EPLMX performance across multiple time periods: 1-month 5.04%, YTD 20.45%, 1-year 22.80%, 3-year 21.47%, 5-year 11.74%, 10-year 11.12%.

EPLMX returns outperform the peer average of 14.61% 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.