Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIVX (EUROPAC INTERNATIONAL VALUE FUND CLASS A) | -0.71% | 22.48% | 16.78% | 9.83% | 8.78% | 3.89% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIVX (EUROPAC INTERNATIONAL VALUE FUND CLASS A) | 04/08/2010 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 22.48 | 16.78 | 9.83 | 8.78 | 3.89 | NA | … | … | -0.71 | 47.15 | 5.08 | 9.80 | 0.46 | 7.12 | 18.39 | 16.73 | -14.48 | 15.11 | 17.99 | -26.32 | -10.68 | -1.77 | 13.59 | -12.99 | 8.40 |
| Sharpe Ratio | NA | 1.55 | 1.08 | 0.57 | 0.51 | NA | NA | … | … | 0.16 | 3.06 | 0.13 | 0.56 | -0.06 | 0.54 | 0.64 | 1.57 | -1.22 | 1.66 | 1.07 | -1.53 | -1.03 | -0.16 | 1.03 | -0.55 | 0.63 |
| Standard Deviation(%) | NA | 16.38 | 13.85 | 14.17 | 15.41 | NA | NA | … | … | 20.54 | 14.54 | 11.02 | 11.09 | 17.14 | 13.12 | 28.19 | 9.69 | 13.11 | 8.75 | 16.62 | 17.20 | 10.38 | 11.39 | 13.28 | 23.79 | 18.04 |
| Draw Down(%) | NA | 13.92 | 13.92 | 21.75 | 32.17 | NA | NA | … | … | 13.92 | 8.71 | 10.63 | 10.49 | 21.75 | 11.69 | 29.76 | 8.61 | 21.54 | 5.53 | 17.84 | 32.54 | 23.66 | 11.64 | 14.61 | 26.37 | 14.69 |
| Yield(%) | 0.00 | 7.90 | 4.66 | 3.36 | 2.95 | 2.11 | 1.80 | … | … | 0.00 | 9.80 | 1.90 | 2.38 | 1.50 | 1.67 | 1.05 | 1.66 | 1.34 | 1.77 | 0.82 | 1.66 | 6.87 | 1.74 | 2.18 | 1.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIVX (EUROPAC INTERNATIONAL VALUE FUND CLASS A) |
-14.74%
Jan 2013 – Jan 2016 |
-8.57%
Dec 2010 – Dec 2015 |
-0.48%
Oct 2010 – Oct 2020 |
3.80%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIVX (EUROPAC INTERNATIONAL VALUE FUND CLASS A) |
23.26%
Feb 2023 – Feb 2026 |
15.79%
Feb 2021 – Feb 2026 |
11.99%
Jan 2016 – Jan 2026 |
4.95%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart