ESMAX Mutual Fund

ESMAX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-2.06%
3 Months
-8.55%
6 Months
+10.75%
YTD
+8.66%
1 Year
+10.00%
3 Years (annualized)
+15.01%
5 Years (annualized)
+6.25%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMAX 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 Europe Small Cap Index(.dMIEU000S0NUS)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+10.69%
vs Peers
-2.03%

ESMAX Mutual Fund Performance

ESMAX performance across multiple time periods: 1-month -2.06%, YTD 8.66%, 1-year 10.00%, 3-year 15.01%, 5-year 6.25%, 10-year 8.93%.

ESMAX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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