ESDCX Mutual Fund

ESDCX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+0.47%
3 Months
+0.81%
6 Months
+2.29%
YTD
+0.47%
1 Year
+4.91%
3 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESDCX 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
JP Morgan CEMBI BD IG 1 to 3 year
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+1.57%
vs Peers
-1.10%

ESDCX Mutual Fund Performance

ESDCX performance across multiple time periods: 1-month 0.47%, YTD 0.47%, 1-year 4.91%, 3-year 0.54%.

ESDCX returns trail the peer average of 1.57% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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