ESACX Mutual Fund

NAV$8.84

Returns Overview

1 Month
+0.27%
3 Months
+0.95%
6 Months
+1.93%
YTD
+1.93%
1 Year
+4.55%
3 Years (annualized)
+3.85%
5 Years (annualized)
+2.18%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESACX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 6-Month Treasury Bill Index(BBG6MTBI)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.93%
vs Peers
-0.99%

ESACX Mutual Fund Performance

ESACX performance across multiple time periods: 1-month 0.27%, YTD 1.93%, 1-year 4.55%, 3-year 3.85%, 5-year 2.18%, 10-year 1.16%.

ESACX returns trail the peer average of 2.93% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

ESACX performance comparison shows side-by-side returns with another fund. ESACX alternatives are available in the Mutual Fund Screener.