Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPBIX (EUROPAC INTERNATIONAL BOND FUND CLASS I) | -0.77% | 3.61% | 4.86% | 1.41% | 2.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPBIX (EUROPAC INTERNATIONAL BOND FUND CLASS I) | 07/17/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.61 | 4.86 | 1.41 | 2.33 | NA | NA | … | … | -0.77 | 9.36 | -3.21 | 10.31 | -7.12 | -4.43 | 7.70 | 7.32 | -3.44 | 10.29 | 1.81 | -12.36 | -5.24 | 0.35 |
| Sharpe Ratio | NA | 0.37 | 0.39 | -0.18 | 0.17 | NA | NA | … | … | -0.59 | 1.35 | -2.01 | 1.06 | -1.15 | -0.90 | 1.03 | 1.54 | -0.89 | 2.04 | 0.21 | -1.63 | -1.06 | 0.12 |
| Standard Deviation(%) | NA | 4.79 | 5.14 | 5.70 | 5.69 | NA | NA | … | … | 6.05 | 4.89 | 4.87 | 5.76 | 7.44 | 4.97 | 7.25 | 3.84 | 5.34 | 4.76 | 7.65 | 7.59 | 4.94 | 6.07 |
| Draw Down(%) | NA | 4.90 | 6.06 | 16.47 | 17.10 | NA | NA | … | … | 4.90 | 3.31 | 5.29 | 6.06 | 12.98 | 6.67 | 12.88 | 3.54 | 8.49 | 4.19 | 8.13 | 12.86 | 10.33 | 3.56 |
| Yield(%) | 0.00 | 3.49 | 3.00 | 1.67 | 1.42 | 1.10 | 0.82 | … | … | 0.00 | 3.79 | 2.97 | 2.35 | 0.00 | 0.00 | 1.37 | 1.82 | 1.39 | 0.00 | 0.00 | 1.88 | 2.01 | 0.86 |
Data as of 06/04/2026, Common starting date is 07/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPBIX (EUROPAC INTERNATIONAL BOND FUND CLASS I) |
-5.44%
Dec 2013 – Dec 2016 |
-2.82%
Oct 2013 – Oct 2018 |
-0.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPBIX (EUROPAC INTERNATIONAL BOND FUND CLASS I) |
8.12%
Sep 2022 – Sep 2025 |
4.71%
Jan 2016 – Jan 2021 |
3.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart