ESPAX Mutual Fund

ESPAX Mutual Fund

NAV$38.32
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Returns Overview

1 Month
-5.71%
3 Months
-7.22%
6 Months
+7.97%
YTD
+7.32%
1 Year
+8.42%
3 Years (annualized)
+7.96%
5 Years (annualized)
+4.42%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+10.34%
vs Peers
-3.02%

ESPAX Mutual Fund Performance

ESPAX performance across multiple time periods: 1-month -5.71%, YTD 7.32%, 1-year 8.42%, 3-year 7.96%, 5-year 4.42%, 10-year 7.73%.

ESPAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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