ESIGX Mutual Fund

NAV$17.20

Returns Overview

1 Month
+2.22%
3 Months
+26.07%
6 Months
+29.34%
YTD
+26.07%
1 Year
+52.87%
3 Years (annualized)
+23.29%
5 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESIGX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+26.07%
Peer Avg (YTD)
+23.08%
vs Peers
+3.00%

ESIGX Mutual Fund Performance

ESIGX performance across multiple time periods: 1-month 2.22%, YTD 26.07%, 1-year 52.87%, 3-year 23.29%, 5-year 9.34%.

ESIGX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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