ESPRX Mutual Fund

NAV$43.00

Returns Overview

1 Month
+6.74%
3 Months
+16.48%
6 Months
+16.45%
YTD
+15.90%
1 Year
+20.33%
3 Years (annualized)
+9.57%
5 Years (annualized)
+5.13%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPRX 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)
+15.90%
Peer Avg (YTD)
+18.52%
vs Peers
-2.62%

ESPRX Mutual Fund Performance

ESPRX performance across multiple time periods: 1-month 6.74%, YTD 15.90%, 1-year 20.33%, 3-year 9.57%, 5-year 5.13%, 10-year 9.04%.

ESPRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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