EPASX Mutual Fund

EPASX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
-3.22%
3 Months
+1.35%
6 Months
+0.25%
YTD
+2.65%
1 Year
+4.50%
3 Years (annualized)
+11.73%
5 Years (annualized)
-0.04%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPASX 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
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📉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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+20.48%
vs Peers
-17.84%

EPASX Mutual Fund Performance

EPASX performance across multiple time periods: 1-month -3.22%, YTD 2.65%, 1-year 4.50%, 3-year 11.73%, 5-year -0.04%, 10-year 4.92%.

EPASX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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