ESFCX Mutual Fund

NAV$4.57

Returns Overview

1 Month
+0.10%
3 Months
+1.13%
6 Months
+1.30%
YTD
+1.30%
1 Year
+3.50%
3 Years (annualized)
+8.57%
5 Years (annualized)
-3.74%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPMorgan CEMBI Broad Diversified 1-3 Year Index(^JPCEMBI3Y)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+3.07%
vs Peers
-1.77%

ESFCX Mutual Fund Performance

ESFCX performance across multiple time periods: 1-month 0.10%, YTD 1.30%, 1-year 3.50%, 3-year 8.57%, 5-year -3.74%.

ESFCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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