ESHAX Mutual Fund

ESHAX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-1.33%
3 Months
-0.38%
6 Months
+1.74%
YTD
+1.65%
1 Year
+3.11%
3 Years (annualized)
+6.51%
5 Years (annualized)
+4.35%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESHAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield Cash Pay BB-B 1-3 Year Index(^IBMLHYCP3Y)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+0.50%
vs Peers
+1.15%

ESHAX Mutual Fund Performance

ESHAX performance across multiple time periods: 1-month -1.33%, YTD 1.65%, 1-year 3.11%, 3-year 6.51%, 5-year 4.35%, 10-year 4.28%.

ESHAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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