ESCKX Mutual Fund

NAV$18.84

Returns Overview

1 Month
+6.02%
3 Months
+27.33%
6 Months
+23.89%
YTD
+23.52%
1 Year
+53.75%
3 Years (annualized)
+25.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCKX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.52%
Peer Avg (YTD)
+18.52%
vs Peers
+4.99%

ESCKX Mutual Fund Performance

ESCKX performance across multiple time periods: 1-month 6.02%, YTD 23.52%, 1-year 53.75%, 3-year 25.39%.

ESCKX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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