EPSKX Mutual Fund

EPSKX Mutual Fund

NAV$29.56
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Returns Overview

1 Month
-2.16%
3 Months
+0.20%
6 Months
+13.61%
YTD
+17.88%
1 Year
+22.26%
3 Years (annualized)
+20.59%
5 Years (annualized)
+12.24%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSKX 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 High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+17.88%
Peer Avg (YTD)
+10.00%
vs Peers
+7.89%

EPSKX Mutual Fund Performance

EPSKX performance across multiple time periods: 1-month -2.16%, YTD 17.88%, 1-year 22.26%, 3-year 20.59%, 5-year 12.24%, 10-year 9.32%.

EPSKX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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