ESAGX Mutual Fund

ESAGX Mutual Fund

NAV$15.24
See how much of ESAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.71%
3 Months
-8.16%
6 Months
-3.66%
YTD
+10.14%
1 Year
+13.53%
3 Years (annualized)
+22.57%
5 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESAGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+9.82%
vs Peers
+0.32%

ESAGX Mutual Fund Performance

ESAGX performance across multiple time periods: 1-month -9.71%, YTD 10.14%, 1-year 13.53%, 3-year 22.57%, 5-year 4.67%.

ESAGX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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