ESMYX Mutual Fund

NAV$14.79

Returns Overview

1 Month
+3.19%
3 Months
+21.20%
6 Months
+20.43%
YTD
+18.92%
1 Year
+14.83%
3 Years (annualized)
+17.04%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMYX 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)
+18.92%
Peer Avg (YTD)
+11.18%
vs Peers
+7.74%

ESMYX Mutual Fund Performance

ESMYX performance across multiple time periods: 1-month 3.19%, YTD 18.92%, 1-year 14.83%, 3-year 17.04%, 5-year 9.18%, 10-year 10.67%.

ESMYX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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