EPSYX Mutual Fund

EPSYX Mutual Fund

NAV$29.03
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Returns Overview

1 Month
+0.74%
3 Months
+3.13%
6 Months
+10.55%
YTD
+21.27%
1 Year
+29.21%
3 Years (annualized)
+21.94%
5 Years (annualized)
+13.45%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSYX 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)
+21.27%
Peer Avg (YTD)
+12.44%
vs Peers
+8.83%

EPSYX Mutual Fund Performance

EPSYX performance across multiple time periods: 1-month 0.74%, YTD 21.27%, 1-year 29.21%, 3-year 21.94%, 5-year 13.45%, 10-year 10.41%.

EPSYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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