EPSKX Mutual Fund

EPSKX Mutual Fund

NAV$29.87
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Returns Overview

1 Month
+1.76%
3 Months
+7.51%
6 Months
+15.40%
YTD
+19.72%
1 Year
+30.82%
3 Years (annualized)
+19.38%
5 Years (annualized)
+12.38%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSKX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+19.72%
Peer Avg (YTD)
+11.41%
vs Peers
+8.30%

EPSKX Mutual Fund Performance

EPSKX performance across multiple time periods: 1-month 1.76%, YTD 19.72%, 1-year 30.82%, 3-year 19.38%, 5-year 12.38%, 10-year 9.04%.

EPSKX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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