ESECX Mutual Fund

NAV$23.25

Returns Overview

1 Month
-1.01%
3 Months
-0.69%
6 Months
-9.90%
YTD
-9.37%
1 Year
-9.95%
3 Years (annualized)
+4.58%
5 Years (annualized)
+5.32%
10 Years (annualized)
+10.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.37%
Peer Avg (YTD)
+8.97%
vs Peers
-18.34%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month -1.01%, YTD -9.37%, 1-year -9.95%, 3-year 4.58%, 5-year 5.32%, 10-year 10.62%.

ESECX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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