ESPIX Mutual Fund

ESPIX Mutual Fund

NAV$39.88
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Returns Overview

1 Month
+3.05%
3 Months
-2.35%
6 Months
+1.98%
YTD
+10.67%
1 Year
+16.18%
3 Years (annualized)
+10.74%
5 Years (annualized)
+3.87%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPIX 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)
+10.67%
Peer Avg (YTD)
+12.21%
vs Peers
-1.54%

ESPIX Mutual Fund Performance

ESPIX performance across multiple time periods: 1-month 3.05%, YTD 10.67%, 1-year 16.18%, 3-year 10.74%, 5-year 3.87%, 10-year 7.86%.

ESPIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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