ESCQX Mutual Fund

ESCQX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-0.66%
3 Months
+11.23%
6 Months
+16.52%
YTD
+21.57%
1 Year
+29.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.57%
Peer Avg (YTD)
+15.31%
vs Peers
+6.26%

ESCQX Mutual Fund Performance

ESCQX performance across multiple time periods: 1-month -0.66%, YTD 21.57%, 1-year 29.04%.

ESCQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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