ESPRX Mutual Fund

ESPRX Mutual Fund

NAV$39.97
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Returns Overview

1 Month
+3.09%
3 Months
-2.28%
6 Months
+2.13%
YTD
+10.98%
1 Year
+16.57%
3 Years (annualized)
+11.11%
5 Years (annualized)
+4.22%
10 Years (annualized)
+8.22%

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
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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)
+10.98%
Peer Avg (YTD)
+12.21%
vs Peers
-1.23%

ESPRX Mutual Fund Performance

ESPRX performance across multiple time periods: 1-month 3.09%, YTD 10.98%, 1-year 16.57%, 3-year 11.11%, 5-year 4.22%, 10-year 8.22%.

ESPRX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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