ESIFX Mutual Fund

ESIFX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
-0.61%
3 Months
+0.32%
6 Months
+8.41%
YTD
+4.00%
1 Year
+5.82%
3 Years (annualized)
+13.56%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+4.96%
vs Peers
-0.96%

ESIFX Mutual Fund Performance

ESIFX performance across multiple time periods: 1-month -0.61%, YTD 4.00%, 1-year 5.82%, 3-year 13.56%, 5-year 6.92%, 10-year 9.21%.

ESIFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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