ESISX Mutual Fund

NAV$16.51

Returns Overview

1 Month
-1.98%
3 Months
+3.56%
6 Months
+5.29%
YTD
+4.69%
1 Year
+11.47%
3 Years (annualized)
+13.44%
5 Years (annualized)
+6.34%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+9.13%
vs Peers
-4.45%

ESISX Mutual Fund Performance

ESISX performance across multiple time periods: 1-month -1.98%, YTD 4.69%, 1-year 11.47%, 3-year 13.44%, 5-year 6.34%, 10-year 8.31%.

ESISX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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