Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EPIBX (EUROPAC INTERNATIONAL BOND FUND CLASS A) | 6.49% | 5.53% | 3.75% | 2.48% | 0.83% | NA | NA | 0.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIBX (EUROPAC INTERNATIONAL BOND FUND CLASS A) | 11/16/2010 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 11/16/2010.
AR inception is since 11/16/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 5.53 | 3.75 | 2.48 | 0.83 | NA | NA | 0.36 | 6.49 | -3.29 | 9.94 | -7.34 | -4.60 | 7.44 | 5.13 | -3.63 | 9.96 | 1.56 | -12.50 | -5.52 | -4.44 | 7.99 | -0.43 | 1.70 |
| Sharpe Ratio | NA | -0.23 | -0.21 | 0.02 | -0.15 | NA | NA | -0.13 | 3.16 | -2.04 | 0.98 | -1.19 | -0.92 | 1.00 | 0.98 | -0.94 | 2.01 | 0.18 | -1.69 | -1.12 | -0.69 | 1.23 | -0.05 | 1.79 |
| Standard Deviation(%) | NA | 5.28 | 6.09 | 5.76 | 5.96 | NA | NA | 6.38 | 5.68 | 4.84 | 5.84 | 7.39 | 5.04 | 7.22 | 3.81 | 5.27 | 4.66 | 7.68 | 7.42 | 4.96 | 6.43 | 6.52 | 9.58 | 8.15 |
| Draw Down(%) | NA | 5.95 | 9.32 | 17.41 | 17.41 | NA | NA | 24.63 | 2.56 | 5.26 | 6.17 | 13.06 | 6.96 | 12.82 | 3.58 | 8.57 | 4.11 | 8.17 | 13.04 | 10.47 | 8.89 | 7.46 | 9.76 | 2.60 |
| Yield(%) | 0.00 | 2.82 | 1.74 | 1.29 | 0.85 | 1.17 | 0.88 | 1.26 | 0.00 | 2.77 | 2.34 | 0.00 | 0.00 | 1.15 | 0.00 | 1.35 | 0.00 | 0.00 | 1.66 | 1.85 | 2.23 | 3.14 | 2.44 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIBX (EUROPAC INTERNATIONAL BOND FUND CLASS A) |
-8.17%
Jan 2013 - Jan 2016 |
-3.68%
May 2011 - May 2016 |
-2.05%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIBX (EUROPAC INTERNATIONAL BOND FUND CLASS A) |
3.97%
Jan 2016 - Jan 2019 |
4.12%
Jan 2016 - Jan 2021 |
0.86%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart