ESEAX Mutual Fund

ESEAX Mutual Fund

NAV$28.07
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Returns Overview

1 Month
+9.51%
3 Months
+3.10%
6 Months
+4.24%
YTD
-1.12%
1 Year
+1.48%
3 Years (annualized)
+8.25%
5 Years (annualized)
+3.66%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESEAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+5.23%
vs Peers
-6.36%

ESEAX Mutual Fund Performance

ESEAX performance across multiple time periods: 1-month 9.51%, YTD -1.12%, 1-year 1.48%, 3-year 8.25%, 5-year 3.66%, 10-year 10.12%.

ESEAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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