ESMCX Mutual Fund

ESMCX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
-6.83%
3 Months
-1.66%
6 Months
+5.80%
YTD
+11.60%
1 Year
+11.06%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMCX 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)
+11.60%
Peer Avg (YTD)
+10.05%
vs Peers
+1.55%

ESMCX Mutual Fund Performance

ESMCX performance across multiple time periods: 1-month -6.83%, YTD 11.60%, 1-year 11.06%, 3-year 12.56%, 5-year 6.04%, 10-year 8.25%.

ESMCX returns outperform the peer average of 10.05% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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