ESECX Mutual Fund

ESECX Mutual Fund

NAV$21.78
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Returns Overview

1 Month
+1.54%
3 Months
+5.92%
6 Months
-0.39%
YTD
-3.02%
1 Year
-4.23%
3 Years (annualized)
+3.68%
5 Years (annualized)
+2.05%
10 Years (annualized)
+8.71%

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)
-3.02%
Peer Avg (YTD)
+8.51%
vs Peers
-11.53%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month 1.54%, YTD -3.02%, 1-year -4.23%, 3-year 3.68%, 5-year 2.05%, 10-year 8.71%.

ESECX returns trail the peer average of 8.51% 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.