ESMSX Mutual Fund

ESMSX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-2.04%
3 Months
-8.48%
6 Months
+10.92%
YTD
+8.84%
1 Year
+39.29%
3 Years (annualized)
+30.60%
5 Years (annualized)
+18.09%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESMSX 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)
+8.84%
Peer Avg (YTD)
+10.69%
vs Peers
-1.86%

ESMSX Mutual Fund Performance

ESMSX performance across multiple time periods: 1-month -2.04%, YTD 8.84%, 1-year 39.29%, 3-year 30.60%, 5-year 18.09%, 10-year 9.48%.

ESMSX returns trail the peer average of 10.69% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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