ESSAX Mutual Fund

ESSAX Mutual Fund

NAV$18.40
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Returns Overview

6 Months
+0.52%
YTD
+7.19%
1 Year
+21.62%
3 Years (annualized)
+13.28%
5 Years (annualized)
+4.10%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESSAX 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
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📉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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+17.66%
vs Peers
-10.47%

ESSAX Mutual Fund Performance

ESSAX performance across multiple time periods: YTD 7.19%, 1-year 21.62%, 3-year 13.28%, 5-year 4.10%, 10-year 9.10%.

ESSAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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