ESSAX Mutual Fund

NAV$18.40

Returns Overview

6 Months
+8.84%
YTD
+7.19%
1 Year
+19.42%
3 Years (annualized)
+14.38%
5 Years (annualized)
+4.32%
10 Years (annualized)
+9.48%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+23.08%
vs Peers
-15.89%

ESSAX Mutual Fund Performance

ESSAX performance across multiple time periods: YTD 7.19%, 1-year 19.42%, 3-year 14.38%, 5-year 4.32%, 10-year 9.48%.

ESSAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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