Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPVIX (EUROPAC INTERNATIONAL VALUE FUND CLASS I) | 0.57% | 23.35% | 17.55% | 10.25% | 9.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPVIX (EUROPAC INTERNATIONAL VALUE 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 (%) | -0.77 | 23.35 | 17.55 | 10.25 | 9.08 | NA | NA | … | … | 0.57 | 47.53 | 5.33 | 10.19 | 0.75 | 7.38 | 18.79 | 16.96 | -14.24 | 15.35 | 18.36 | -26.15 | -10.50 | 1.22 |
| Sharpe Ratio | NA | 1.56 | 1.10 | 0.59 | 0.53 | NA | NA | … | … | 0.17 | 3.08 | 0.16 | 0.60 | -0.04 | 0.57 | 0.66 | 1.60 | -1.20 | 1.70 | 1.10 | -1.52 | -1.01 | 0.26 |
| Standard Deviation(%) | NA | 16.40 | 13.83 | 14.16 | 15.38 | NA | NA | … | … | 20.52 | 14.56 | 11.01 | 11.03 | 17.17 | 12.99 | 28.17 | 9.71 | 13.10 | 8.66 | 16.54 | 17.18 | 10.44 | 10.13 |
| Draw Down(%) | NA | 13.93 | 13.93 | 21.73 | 31.80 | NA | NA | … | … | 13.93 | 8.71 | 10.54 | 10.33 | 21.73 | 11.54 | 29.81 | 8.54 | 21.31 | 5.47 | 17.79 | 32.45 | 23.68 | 7.11 |
| Yield(%) | 0.00 | 7.99 | 4.91 | 3.58 | 3.19 | 2.26 | 1.69 | … | … | 0.00 | 10.05 | 2.17 | 2.66 | 1.78 | 1.93 | 1.27 | 1.90 | 1.57 | 2.03 | 1.03 | 1.85 | 7.06 | 1.00 |
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 |
|---|---|---|---|---|
| EPVIX (EUROPAC INTERNATIONAL VALUE FUND CLASS I) |
-8.23%
Jun 2014 – Jun 2017 |
-6.08%
May 2014 – May 2019 |
1.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPVIX (EUROPAC INTERNATIONAL VALUE FUND CLASS I) |
23.58%
Feb 2023 – Feb 2026 |
16.08%
Feb 2021 – Feb 2026 |
12.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart