EPSRX Mutual Fund

EPSRX Mutual Fund

NAV$29.14
See how much of EPSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.09%
3 Months
+0.52%
6 Months
+14.24%
YTD
+18.87%
1 Year
+23.64%
3 Years (annualized)
+21.97%
5 Years (annualized)
+13.51%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPSRX 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+18.87%
Peer Avg (YTD)
+10.00%
vs Peers
+8.87%

EPSRX Mutual Fund Performance

EPSRX performance across multiple time periods: 1-month -2.09%, YTD 18.87%, 1-year 23.64%, 3-year 21.97%, 5-year 13.51%, 10-year 10.41%.

EPSRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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