ESPAX Mutual Fund

ESPAX Mutual Fund

NAV$40.51
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Returns Overview

1 Month
-2.07%
3 Months
+4.38%
6 Months
+7.52%
YTD
+13.28%
1 Year
+15.80%
3 Years (annualized)
+6.90%
5 Years (annualized)
+4.89%
10 Years (annualized)
+7.94%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+15.31%
vs Peers
-2.03%

ESPAX Mutual Fund Performance

ESPAX performance across multiple time periods: 1-month -2.07%, YTD 13.28%, 1-year 15.80%, 3-year 6.90%, 5-year 4.89%, 10-year 7.94%.

ESPAX returns trail the peer average of 15.31% 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.