ESISX Mutual Fund

ESISX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
+2.07%
3 Months
+3.91%
6 Months
+3.04%
YTD
+10.98%
1 Year
+15.87%
3 Years (annualized)
+16.07%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.53%

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)
+10.98%
Peer Avg (YTD)
+10.17%
vs Peers
+0.80%

ESISX Mutual Fund Performance

ESISX performance across multiple time periods: 1-month 2.07%, YTD 10.98%, 1-year 15.87%, 3-year 16.07%, 5-year 7.06%, 10-year 8.53%.

ESISX returns outperform the peer average of 10.17% 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.