ESCQX Mutual Fund

NAV$13.92

Returns Overview

1 Month
+7.96%
3 Months
+22.60%
6 Months
+23.38%
YTD
+22.38%
1 Year
+31.13%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.38%
Peer Avg (YTD)
+18.52%
vs Peers
+3.86%

ESCQX Mutual Fund Performance

ESCQX performance across multiple time periods: 1-month 7.96%, YTD 22.38%, 1-year 31.13%.

ESCQX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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