EPSRX Mutual Fund

EPSRX Mutual Fund

NAV$29.41
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Returns Overview

1 Month
+1.86%
3 Months
+7.79%
6 Months
+15.99%
YTD
+20.45%
1 Year
+32.20%
3 Years (annualized)
+20.70%
5 Years (annualized)
+13.63%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSRX 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)
+20.45%
Peer Avg (YTD)
+11.41%
vs Peers
+9.03%

EPSRX Mutual Fund Performance

EPSRX performance across multiple time periods: 1-month 1.86%, YTD 20.45%, 1-year 32.20%, 3-year 20.70%, 5-year 13.63%, 10-year 10.11%.

EPSRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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