ESHIX Mutual Fund

NAV$8.93

Returns Overview

1 Month
+0.38%
3 Months
+2.18%
6 Months
+2.17%
YTD
+2.17%
1 Year
+5.49%
3 Years (annualized)
+6.96%
5 Years (annualized)
+4.50%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESHIX 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

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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
ICE Bank of America Merrill Lynch US High Yield Cash Pay BB-B 1-3 Year Index(^IBMLHYCP3Y)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+3.23%
vs Peers
-1.06%

ESHIX Mutual Fund Performance

ESHIX performance across multiple time periods: 1-month 0.38%, YTD 2.17%, 1-year 5.49%, 3-year 6.96%, 5-year 4.50%, 10-year 4.65%.

ESHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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