EPIBX Mutual Fund

EPIBX Mutual Fund

NAV$8.65
See how much of EPIBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
-0.90%
6 Months
+0.30%
YTD
-1.38%
1 Year
-0.10%
3 Years (annualized)
+4.66%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPIBX 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
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
-1.59%
vs Peers
+0.20%

EPIBX Mutual Fund Performance

EPIBX performance across multiple time periods: 1-month -2.48%, YTD -1.38%, 1-year -0.10%, 3-year 4.66%, 5-year 1.85%, 10-year 1.89%.

EPIBX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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