ESCJX Mutual Fund

ESCJX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-9.35%
3 Months
+2.70%
6 Months
+9.44%
YTD
+12.22%
1 Year
+32.83%
3 Years (annualized)
+20.00%

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)
+12.22%
Peer Avg (YTD)
+15.31%
vs Peers
-3.09%

ESCJX Mutual Fund Performance

ESCJX performance across multiple time periods: 1-month -9.35%, YTD 12.22%, 1-year 32.83%, 3-year 20.00%.

ESCJX returns trail the peer average of 15.31% 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.