EPVIX Mutual Fund

EPVIX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-7.09%
3 Months
+7.38%
6 Months
+0.51%
YTD
+2.68%
1 Year
+10.15%
3 Years (annualized)
+20.92%
5 Years (annualized)
+13.87%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EPVIX 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 Ex USA Value Index(^MWDXUSV)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+9.29%
vs Peers
-6.61%

EPVIX Mutual Fund Performance

EPVIX performance across multiple time periods: 1-month -7.09%, YTD 2.68%, 1-year 10.15%, 3-year 20.92%, 5-year 13.87%, 10-year 9.77%.

EPVIX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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