ESPAX Mutual Fund

NAV$41.42

Returns Overview

1 Month
+6.70%
3 Months
+16.37%
6 Months
+16.20%
YTD
+15.67%
1 Year
+20.31%
3 Years (annualized)
+9.26%
5 Years (annualized)
+4.76%
10 Years (annualized)
+8.62%

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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.67%
Peer Avg (YTD)
+18.52%
vs Peers
-2.86%

ESPAX Mutual Fund Performance

ESPAX performance across multiple time periods: 1-month 6.70%, YTD 15.67%, 1-year 20.31%, 3-year 9.26%, 5-year 4.76%, 10-year 8.62%.

ESPAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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