ESMAX Mutual Fund

NAV$14.58

Returns Overview

1 Month
+3.14%
3 Months
+21.11%
6 Months
+20.33%
YTD
+18.82%
1 Year
+14.55%
3 Years (annualized)
+16.73%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.40%

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
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 Europe Small Cap Index(.dMIEU000S0NUS)
This Mutual Fund (YTD)
+18.82%
Peer Avg (YTD)
+11.18%
vs Peers
+7.64%

ESMAX Mutual Fund Performance

ESMAX performance across multiple time periods: 1-month 3.14%, YTD 18.82%, 1-year 14.55%, 3-year 16.73%, 5-year 8.91%, 10-year 10.40%.

ESMAX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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