ESPTX Mutual Fund

NAV$14.24

Returns Overview

1 Month
-0.66%
3 Months
+7.68%
6 Months
+6.17%
YTD
+6.08%
1 Year
+17.49%
3 Years (annualized)
+15.50%
5 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+9.13%
vs Peers
-3.05%

ESPTX Mutual Fund Performance

ESPTX performance across multiple time periods: 1-month -0.66%, YTD 6.08%, 1-year 17.49%, 3-year 15.50%, 5-year 7.88%.

ESPTX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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