ESSAX Mutual Fund

ESSAX Mutual Fund

NAV$18.40
See how much of ESSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

YTD
+7.19%
1 Year
+18.13%
3 Years (annualized)
+16.02%
5 Years (annualized)
+4.20%
10 Years (annualized)
+8.93%

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

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)
+20.14%
vs Peers
-12.95%

ESSAX Mutual Fund Performance

ESSAX performance across multiple time periods: YTD 7.19%, 1-year 18.13%, 3-year 16.02%, 5-year 4.20%, 10-year 8.93%.

ESSAX returns trail the peer average of 20.14% 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.