ESHIX Mutual Fund

ESHIX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-1.30%
3 Months
-0.31%
6 Months
+1.86%
YTD
+1.85%
1 Year
+3.37%
3 Years (annualized)
+6.78%
5 Years (annualized)
+4.62%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESHIX 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
PROUpgrade to run

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)
+1.85%
Peer Avg (YTD)
+0.50%
vs Peers
+1.35%

ESHIX Mutual Fund Performance

ESHIX performance across multiple time periods: 1-month -1.30%, YTD 1.85%, 1-year 3.37%, 3-year 6.78%, 5-year 4.62%, 10-year 4.54%.

ESHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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