ESPRX Mutual Fund

ESPRX Mutual Fund

NAV$39.81
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Returns Overview

1 Month
-5.67%
3 Months
-7.12%
6 Months
+8.18%
YTD
+7.65%
1 Year
+9.68%
3 Years (annualized)
+8.68%
5 Years (annualized)
+5.01%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPRX 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)
+7.65%
Peer Avg (YTD)
+10.34%
vs Peers
-2.69%

ESPRX Mutual Fund Performance

ESPRX performance across multiple time periods: 1-month -5.67%, YTD 7.65%, 1-year 9.68%, 3-year 8.68%, 5-year 5.01%, 10-year 8.27%.

ESPRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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