ESADX Mutual Fund

NAV$8.86

Returns Overview

1 Month
+0.45%
3 Months
+1.17%
6 Months
+2.50%
YTD
+2.38%
1 Year
+5.59%
3 Years (annualized)
+4.91%
5 Years (annualized)
+3.01%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESADX 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)
+2.38%
Peer Avg (YTD)
+2.93%
vs Peers
-0.55%

ESADX Mutual Fund Performance

ESADX performance across multiple time periods: 1-month 0.45%, YTD 2.38%, 1-year 5.59%, 3-year 4.91%, 5-year 3.01%, 10-year 2.03%.

ESADX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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