ESSCX Mutual Fund

ESSCX Mutual Fund

NAV$18.65
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Returns Overview

YTD
+7.06%
1 Year
+13.31%
3 Years (annualized)
+15.32%
5 Years (annualized)
+3.48%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESSCX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+20.48%
vs Peers
-13.42%

ESSCX Mutual Fund Performance

ESSCX performance across multiple time periods: YTD 7.06%, 1-year 13.31%, 3-year 15.32%, 5-year 3.48%, 10-year 8.17%.

ESSCX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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