ESERX Mutual Fund

NAV$27.46

Returns Overview

1 Month
-2.05%
3 Months
+1.14%
6 Months
-0.64%
YTD
-1.47%
1 Year
-9.85%
3 Years
+7.00%
5 Years
+6.71%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESERX 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)
-1.47%
Peer Avg (YTD)
+0.87%
vs Peers
-2.34%

ESERX Mutual Fund Performance

ESERX performance across multiple time periods: 1-month -2.05%, YTD -1.47%, 1-year -9.85%, 3-year 7.00%, 5-year 6.71%.

ESERX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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