ESMSX Mutual Fund

ESMSX Mutual Fund

NAV$14.48
See how much of ESMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.77%
3 Months
-1.46%
6 Months
+6.38%
YTD
+12.27%
1 Year
+12.18%
3 Years (annualized)
+13.83%
5 Years (annualized)
+7.22%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Europe Small Cap Index(.dMIEU000S0NUS)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+10.05%
vs Peers
+2.22%

ESMSX Mutual Fund Performance

ESMSX performance across multiple time periods: 1-month -6.77%, YTD 12.27%, 1-year 12.18%, 3-year 13.83%, 5-year 7.22%, 10-year 9.48%.

ESMSX returns outperform the peer average of 10.05% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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