ESPNX Mutual Fund

ESPNX Mutual Fund

NAV$42.63
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Returns Overview

1 Month
-2.04%
3 Months
+4.48%
6 Months
+7.70%
YTD
+13.50%
1 Year
+17.08%
3 Years (annualized)
+7.15%
5 Years (annualized)
+5.18%
10 Years (annualized)
+8.27%

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)
+13.50%
Peer Avg (YTD)
+15.31%
vs Peers
-1.81%

ESPNX Mutual Fund Performance

ESPNX performance across multiple time periods: 1-month -2.04%, YTD 13.50%, 1-year 17.08%, 3-year 7.15%, 5-year 5.18%, 10-year 8.27%.

ESPNX returns trail the peer average of 15.31% 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.