ESVCX Mutual Fund

NAV$8.86

Returns Overview

1 Month
-3.99%
3 Months
+3.62%
6 Months
+0.77%
YTD
+6.89%
1 Year
+9.26%
3 Years (annualized)
+4.07%
5 Years (annualized)
+3.46%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESVCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+7.76%
vs Peers
-0.87%

ESVCX Mutual Fund Performance

ESVCX performance across multiple time periods: 1-month -3.99%, YTD 6.89%, 1-year 9.26%, 3-year 4.07%, 5-year 3.46%, 10-year 6.17%.

ESVCX returns trail the peer average of 7.76% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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