ESFCX Mutual Fund

ESFCX Mutual Fund

NAV$4.73
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Returns Overview

1 Month
+0.58%
3 Months
+2.64%
6 Months
+3.68%
YTD
+4.71%
1 Year
+4.98%
3 Years (annualized)
+5.77%
5 Years (annualized)
-0.57%
10 Years (annualized)
-1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESFCX 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
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📉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
JPMorgan CEMBI Broad Diversified 1-3 Year Index(^JPCEMBI3Y)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+0.43%
vs Peers
+4.29%

ESFCX Mutual Fund Performance

ESFCX performance across multiple time periods: 1-month 0.58%, YTD 4.71%, 1-year 4.98%, 3-year 5.77%, 5-year -0.57%, 10-year -1.32%.

ESFCX returns outperform the peer average of 0.43% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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