ESPIX Mutual Fund

NAV$41.27

Returns Overview

1 Month
-0.24%
3 Months
+4.77%
6 Months
+7.25%
YTD
+13.47%
1 Year
+20.34%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.84%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+18.52%
vs Peers
-5.05%

ESPIX Mutual Fund Performance

ESPIX performance across multiple time periods: 1-month -0.24%, YTD 13.47%, 1-year 20.34%, 3-year 9.33%, 5-year 4.84%, 10-year 8.71%.

ESPIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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