ESPIX Mutual Fund

ESPIX Mutual Fund

NAV$39.73
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Returns Overview

1 Month
-5.67%
3 Months
-7.18%
6 Months
+8.02%
YTD
+7.40%
1 Year
+8.49%
3 Years (annualized)
+8.03%
5 Years (annualized)
+4.49%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPIX 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)
+7.40%
Peer Avg (YTD)
+10.34%
vs Peers
-2.95%

ESPIX Mutual Fund Performance

ESPIX performance across multiple time periods: 1-month -5.67%, YTD 7.40%, 1-year 8.49%, 3-year 8.03%, 5-year 4.49%, 10-year 7.81%.

ESPIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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