ESFHX Mutual Fund

ESFHX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
-0.07%
3 Months
-0.24%
6 Months
+0.71%
YTD
+1.08%
1 Year
+1.61%
3 Years (annualized)
+5.86%
5 Years (annualized)
+4.49%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESFHX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+0.72%
vs Peers
+0.36%

ESFHX Mutual Fund Performance

ESFHX performance across multiple time periods: 1-month -0.07%, YTD 1.08%, 1-year 1.61%, 3-year 5.86%, 5-year 4.49%, 10-year 4.41%.

ESFHX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

ESFHX vs another fund shows side-by-side returns. ESFHX alternatives are available in the Mutual Fund Screener.