ESPNX Mutual Fund

ESPNX Mutual Fund

NAV$39.69
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Returns Overview

1 Month
+0.48%
3 Months
+5.07%
6 Months
+6.66%
YTD
+14.05%
1 Year
+11.14%
3 Years (annualized)
+8.58%
5 Years (annualized)
+4.91%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPNX 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)
+14.05%
Peer Avg (YTD)
+15.20%
vs Peers
-1.15%

ESPNX Mutual Fund Performance

ESPNX performance across multiple time periods: 1-month 0.48%, YTD 14.05%, 1-year 11.14%, 3-year 8.58%, 5-year 4.91%, 10-year 8.17%.

ESPNX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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