ESCFX Mutual Fund

ESCFX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-2.12%
3 Months
-11.30%
6 Months
+12.98%
YTD
+9.69%
1 Year
+12.61%
3 Years (annualized)
+21.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+10.34%
vs Peers
-0.65%

ESCFX Mutual Fund Performance

ESCFX performance across multiple time periods: 1-month -2.12%, YTD 9.69%, 1-year 12.61%, 3-year 21.50%.

ESCFX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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