ESEAX Mutual Fund

NAV$25.32

Returns Overview

1 Month
-2.09%
3 Months
+1.07%
6 Months
-0.80%
YTD
-1.52%
1 Year
-10.13%
3 Years
+9.12%
5 Years
+10.51%
10 Years
+13.67%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
-1.52%
Peer Avg (YTD)
+0.87%
vs Peers
-2.39%

ESEAX Mutual Fund Performance

ESEAX performance across multiple time periods: 1-month -2.09%, YTD -1.52%, 1-year -10.13%, 3-year 9.12%, 5-year 10.51%, 10-year 13.67%.

ESEAX returns trail the peer average of 0.87% 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.