ESISX Mutual Fund

ESISX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
+3.86%
3 Months
+3.04%
6 Months
+5.28%
YTD
+8.73%
1 Year
+18.33%
3 Years (annualized)
+13.79%
5 Years (annualized)
+6.96%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+9.42%
vs Peers
-0.69%

ESISX Mutual Fund Performance

ESISX performance across multiple time periods: 1-month 3.86%, YTD 8.73%, 1-year 18.33%, 3-year 13.79%, 5-year 6.96%, 10-year 8.29%.

ESISX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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