EPSYX Mutual Fund

EPSYX Mutual Fund

NAV$30.16
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Returns Overview

1 Month
+3.62%
3 Months
+2.22%
6 Months
+10.17%
YTD
+23.04%
1 Year
+27.23%
3 Years (annualized)
+25.09%
5 Years (annualized)
+13.95%
10 Years (annualized)
+10.90%

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)
+23.04%
Peer Avg (YTD)
+12.44%
vs Peers
+10.60%

EPSYX Mutual Fund Performance

EPSYX performance across multiple time periods: 1-month 3.62%, YTD 23.04%, 1-year 27.23%, 3-year 25.09%, 5-year 13.95%, 10-year 10.90%.

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.