EPDPX Mutual Fund

EPDPX Mutual Fund

NAV$15.02
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Returns Overview

1 Month
-4.24%
3 Months
+4.02%
6 Months
+0.90%
YTD
+10.01%
1 Year
+21.30%
3 Years (annualized)
+24.59%
5 Years (annualized)
+15.37%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPDPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P International Dividend Opportunities Index(^SPGTDOU:SP)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+10.00%
vs Peers
+0.01%

EPDPX Mutual Fund Performance

EPDPX performance across multiple time periods: 1-month -4.24%, YTD 10.01%, 1-year 21.30%, 3-year 24.59%, 5-year 15.37%, 10-year 9.77%.

EPDPX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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