ESECX Mutual Fund

NAV$21.80

Returns Overview

1 Month
-2.13%
3 Months
+0.87%
6 Months
-1.16%
YTD
-1.55%
1 Year
-10.82%
3 Years
+8.47%
5 Years
+10.00%
10 Years
+12.27%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESECX 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)
-1.55%
Peer Avg (YTD)
+0.87%
vs Peers
-2.42%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month -2.13%, YTD -1.55%, 1-year -10.82%, 3-year 8.47%, 5-year 10.00%, 10-year 12.27%.

ESECX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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