ESVAX Mutual Fund

ESVAX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
-3.93%
3 Months
+3.86%
6 Months
+1.13%
YTD
+7.42%
1 Year
+10.08%
3 Years (annualized)
+4.86%
5 Years (annualized)
+4.24%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESVAX 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 World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+7.76%
vs Peers
-0.34%

ESVAX Mutual Fund Performance

ESVAX performance across multiple time periods: 1-month -3.93%, YTD 7.42%, 1-year 10.08%, 3-year 4.86%, 5-year 4.24%, 10-year 6.96%.

ESVAX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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