ESPAX Mutual Fund

ESPAX Mutual Fund

NAV$38.46
See how much of ESPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.05%
3 Months
-2.36%
6 Months
+1.92%
YTD
+10.60%
1 Year
+15.22%
3 Years (annualized)
+10.37%
5 Years (annualized)
+3.63%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+12.21%
vs Peers
-1.61%

ESPAX Mutual Fund Performance

ESPAX performance across multiple time periods: 1-month 3.05%, YTD 10.60%, 1-year 15.22%, 3-year 10.37%, 5-year 3.63%, 10-year 7.68%.

ESPAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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