EPVIX Mutual Fund

EPVIX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
+4.69%
3 Months
-1.73%
6 Months
-4.80%
YTD
+0.11%
1 Year
+21.25%
3 Years (annualized)
+15.81%
5 Years (annualized)
+11.46%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPVIX 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 Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+9.42%
vs Peers
-9.31%

EPVIX Mutual Fund Performance

EPVIX performance across multiple time periods: 1-month 4.69%, YTD 0.11%, 1-year 21.25%, 3-year 15.81%, 5-year 11.46%, 10-year 8.15%.

EPVIX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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