ESCIX Mutual Fund

ESCIX Mutual Fund

NAV$24.19
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Returns Overview

YTD
+7.21%
1 Year
+18.26%
3 Years (annualized)
+16.27%
5 Years (annualized)
+4.42%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCIX 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
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📉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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+20.14%
vs Peers
-12.93%

ESCIX Mutual Fund Performance

ESCIX performance across multiple time periods: YTD 7.21%, 1-year 18.26%, 3-year 16.27%, 5-year 4.42%, 10-year 9.16%.

ESCIX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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