ESEAX Mutual Fund

ESEAX Mutual Fund

NAV$26.04
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Returns Overview

1 Month
-7.36%
3 Months
-0.72%
6 Months
-1.23%
YTD
-9.71%
1 Year
-9.51%
3 Years (annualized)
+4.47%
5 Years (annualized)
+2.83%
10 Years (annualized)
+9.54%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.71%
Peer Avg (YTD)
+8.68%
vs Peers
-18.39%

ESEAX Mutual Fund Performance

ESEAX performance across multiple time periods: 1-month -7.36%, YTD -9.71%, 1-year -9.51%, 3-year 4.47%, 5-year 2.83%, 10-year 9.54%.

ESEAX returns trail the peer average of 8.68% 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.