ESCWX Mutual Fund

ESCWX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
-5.12%
3 Months
-4.28%
6 Months
+17.25%
YTD
+17.04%
1 Year
+17.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESCWX 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 Index(^RUT)
This Mutual Fund (YTD)
+17.04%
Peer Avg (YTD)
+10.34%
vs Peers
+6.70%

ESCWX Mutual Fund Performance

ESCWX performance across multiple time periods: 1-month -5.12%, YTD 17.04%, 1-year 17.39%.

ESCWX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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