ESPIX Mutual Fund

ESPIX Mutual Fund

NAV$42.31
See how much of ESPIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.04%
3 Months
+4.43%
6 Months
+7.57%
YTD
+13.34%
1 Year
+15.87%
3 Years (annualized)
+6.98%
5 Years (annualized)
+4.97%
10 Years (annualized)
+8.03%

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
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)
+13.34%
Peer Avg (YTD)
+15.31%
vs Peers
-1.98%

ESPIX Mutual Fund Performance

ESPIX performance across multiple time periods: 1-month -2.04%, YTD 13.34%, 1-year 15.87%, 3-year 6.98%, 5-year 4.97%, 10-year 8.03%.

ESPIX returns trail the peer average of 15.31% 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.