ESEIX Mutual Fund

NAV$26.60

Returns Overview

1 Month
-2.06%
3 Months
+1.12%
6 Months
-0.65%
YTD
-1.48%
1 Year
-9.90%
3 Years
+9.34%
5 Years
+10.69%
10 Years
+13.89%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESEIX 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)
-1.48%
Peer Avg (YTD)
+0.87%
vs Peers
-2.35%

ESEIX Mutual Fund Performance

ESEIX performance across multiple time periods: 1-month -2.06%, YTD -1.48%, 1-year -9.90%, 3-year 9.34%, 5-year 10.69%, 10-year 13.89%.

ESEIX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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