ESMCX Mutual Fund

NAV$12.94

Returns Overview

1 Month
+3.10%
3 Months
+20.87%
6 Months
+19.78%
YTD
+18.29%
1 Year
+13.64%
3 Years (annualized)
+15.83%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.56%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Europe Small Cap Index(.dMIEU000S0NUS)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+11.18%
vs Peers
+7.11%

ESMCX Mutual Fund Performance

ESMCX performance across multiple time periods: 1-month 3.10%, YTD 18.29%, 1-year 13.64%, 3-year 15.83%, 5-year 8.06%, 10-year 9.56%.

ESMCX returns outperform the peer average of 11.18% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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