ESMAX Mutual Fund

ESMAX Mutual Fund

NAV$14.36
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Returns Overview

1 Month
-6.76%
3 Months
-1.47%
6 Months
+6.27%
YTD
+12.20%
1 Year
+11.95%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMAX 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 Europe Small Cap Index(.dMIEU000S0NUS)
This Mutual Fund (YTD)
+12.20%
Peer Avg (YTD)
+10.05%
vs Peers
+2.15%

ESMAX Mutual Fund Performance

ESMAX performance across multiple time periods: 1-month -6.76%, YTD 12.20%, 1-year 11.95%, 3-year 13.45%, 5-year 6.86%, 10-year 9.08%.

ESMAX returns outperform the peer average of 10.05% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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