ESFAX Mutual Fund

NAV$4.79
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Returns Overview

1 Month
+0.15%
3 Months
+1.50%
6 Months
+1.81%
YTD
+1.81%
1 Year
+4.14%
3 Years (annualized)
+9.55%
5 Years (annualized)
-2.90%
10 Years (annualized)
-2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESFAX 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

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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
JPMorgan CEMBI Broad Diversified 1-3 Year Index(^JPCEMBI3Y)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+3.07%
vs Peers
-1.26%

ESFAX Mutual Fund Performance

ESFAX performance across multiple time periods: 1-month 0.15%, YTD 1.81%, 1-year 4.14%, 3-year 9.55%, 5-year -2.90%, 10-year -2.63%.

ESFAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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