ESSCX Mutual Fund

NAV$18.65

Returns Overview

6 Months
+0.43%
YTD
+7.06%
1 Year
+18.85%
3 Years (annualized)
+13.60%
5 Years (annualized)
+3.57%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESSCX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+23.08%
vs Peers
-16.01%

ESSCX Mutual Fund Performance

ESSCX performance across multiple time periods: YTD 7.06%, 1-year 18.85%, 3-year 13.60%, 5-year 3.57%, 10-year 8.72%.

ESSCX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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