ESAGX Mutual Fund

ESAGX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
-1.21%
3 Months
-3.21%
6 Months
+21.99%
YTD
+21.99%
1 Year
+31.70%
3 Years (annualized)
+23.90%
5 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESAGX 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
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🏦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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+21.99%
Peer Avg (YTD)
+20.47%
vs Peers
+1.51%

ESAGX Mutual Fund Performance

ESAGX performance across multiple time periods: 1-month -1.21%, YTD 21.99%, 1-year 31.70%, 3-year 23.90%, 5-year 9.30%.

ESAGX returns outperform the peer average of 20.47% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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