ESPCX Mutual Fund

NAV$31.03

Returns Overview

1 Month
-3.08%
3 Months
-2.05%
6 Months
+4.33%
YTD
-7.13%
1 Year
-6.98%
3 Years (annualized)
+7.34%
5 Years (annualized)
+12.08%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPCX 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)
-7.13%
Peer Avg (YTD)
+5.41%
vs Peers
-12.55%

ESPCX Mutual Fund Performance

ESPCX performance across multiple time periods: 1-month -3.08%, YTD -7.13%, 1-year -6.98%, 3-year 7.34%, 5-year 12.08%, 10-year 7.84%.

ESPCX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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