ESEIX Mutual Fund

ESEIX Mutual Fund

NAV$28.17
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Returns Overview

1 Month
-7.32%
3 Months
-0.64%
6 Months
-1.09%
YTD
-9.52%
1 Year
-9.28%
3 Years (annualized)
+4.73%
5 Years (annualized)
+3.08%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESEIX 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)
-9.52%
Peer Avg (YTD)
+8.68%
vs Peers
-18.20%

ESEIX Mutual Fund Performance

ESEIX performance across multiple time periods: 1-month -7.32%, YTD -9.52%, 1-year -9.28%, 3-year 4.73%, 5-year 3.08%, 10-year 9.81%.

ESEIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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