EPLPX Mutual Fund

EPLPX Mutual Fund

NAV$26.41
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Returns Overview

1 Month
+2.09%
3 Months
+7.24%
6 Months
+12.60%
YTD
+16.52%
1 Year
+25.15%
3 Years (annualized)
+17.58%
5 Years (annualized)
+11.40%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLPX 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)
+11.41%
vs Peers
+5.10%

EPLPX Mutual Fund Performance

EPLPX performance across multiple time periods: 1-month 2.09%, YTD 16.52%, 1-year 25.15%, 3-year 17.58%, 5-year 11.40%, 10-year 10.33%.

EPLPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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