ESDAX Mutual Fund

ESDAX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+0.66%
3 Months
+1.08%
6 Months
+2.64%
YTD
+0.66%
1 Year
+5.74%
3 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESDAX 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
JP Morgan CEMBI BD IG 1 to 3 year
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+1.57%
vs Peers
-0.91%

ESDAX Mutual Fund Performance

ESDAX performance across multiple time periods: 1-month 0.66%, YTD 0.66%, 1-year 5.74%, 3-year 1.30%.

ESDAX returns trail the peer average of 1.57% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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