ESCJX Mutual Fund

ESCJX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-4.08%
3 Months
-6.05%
6 Months
-3.51%
YTD
+5.43%
1 Year
+3.88%
3 Years (annualized)
+26.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCJX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+12.21%
vs Peers
-6.78%

ESCJX Mutual Fund Performance

ESCJX performance across multiple time periods: 1-month -4.08%, YTD 5.43%, 1-year 3.88%, 3-year 26.79%.

ESCJX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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