ESEAX Mutual Fund

NAV$25.84

Returns Overview

1 Month
+3.24%
3 Months
-0.50%
6 Months
-6.98%
YTD
-6.38%
1 Year
-9.30%
3 Years (annualized)
+5.19%
5 Years (annualized)
+5.80%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESEAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
-6.38%
Peer Avg (YTD)
+8.97%
vs Peers
-15.35%

ESEAX Mutual Fund Performance

ESEAX performance across multiple time periods: 1-month 3.24%, YTD -6.38%, 1-year -9.30%, 3-year 5.19%, 5-year 5.80%, 10-year 12.00%.

ESEAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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