EPLPX Mutual Fund

EPLPX Mutual Fund

NAV$26.02
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Returns Overview

1 Month
-2.73%
3 Months
+0.03%
6 Months
+11.27%
YTD
+14.17%
1 Year
+16.93%
3 Years (annualized)
+17.43%
5 Years (annualized)
+11.09%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPLPX 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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+10.00%
vs Peers
+4.18%

EPLPX Mutual Fund Performance

EPLPX performance across multiple time periods: 1-month -2.73%, YTD 14.17%, 1-year 16.93%, 3-year 17.43%, 5-year 11.09%, 10-year 10.57%.

EPLPX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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