ESFHX Mutual Fund

ESFHX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
+0.17%
3 Months
+0.59%
6 Months
+2.07%
YTD
+1.49%
1 Year
+2.70%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.70%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESFHX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.15%
vs Peers
-0.66%

ESFHX Mutual Fund Performance

ESFHX performance across multiple time periods: 1-month 0.17%, YTD 1.49%, 1-year 2.70%, 3-year 5.92%, 5-year 4.70%, 10-year 4.65%.

ESFHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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