ESECX Mutual Fund

ESECX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
-7.36%
3 Months
-0.88%
6 Months
-1.56%
YTD
-10.16%
1 Year
-10.14%
3 Years (annualized)
+3.68%
5 Years (annualized)
+2.05%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESECX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
-10.16%
Peer Avg (YTD)
+8.68%
vs Peers
-18.84%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month -7.36%, YTD -10.16%, 1-year -10.14%, 3-year 3.68%, 5-year 2.05%, 10-year 8.71%.

ESECX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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