ESAAX Mutual Fund

ESAAX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
+0.44%
3 Months
+1.14%
6 Months
+2.31%
YTD
+2.31%
1 Year
+5.33%
3 Years (annualized)
+4.72%
5 Years (annualized)
+2.85%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESAAX 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
Bloomberg 6-Month Treasury Bill Index(BBG6MTBI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+2.93%
vs Peers
-0.61%

ESAAX Mutual Fund Performance

ESAAX performance across multiple time periods: 1-month 0.44%, YTD 2.31%, 1-year 5.33%, 3-year 4.72%, 5-year 2.85%, 10-year 1.88%.

ESAAX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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