ESISX Mutual Fund

ESISX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-4.28%
3 Months
+1.47%
6 Months
+5.08%
YTD
+6.23%
1 Year
+10.00%
3 Years (annualized)
+16.07%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.29%
vs Peers
-3.07%

ESISX Mutual Fund Performance

ESISX performance across multiple time periods: 1-month -4.28%, YTD 6.23%, 1-year 10.00%, 3-year 16.07%, 5-year 7.06%, 10-year 8.53%.

ESISX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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