ESECX Mutual Fund

ESECX Mutual Fund

NAV$23.23
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Returns Overview

1 Month
+5.38%
3 Months
+0.93%
6 Months
-2.99%
YTD
-4.49%
1 Year
-4.11%
3 Years (annualized)
+3.74%
5 Years (annualized)
+2.01%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESECX 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)
-4.49%
Peer Avg (YTD)
+6.23%
vs Peers
-10.73%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month 5.38%, YTD -4.49%, 1-year -4.11%, 3-year 3.74%, 5-year 2.01%, 10-year 8.56%.

ESECX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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