ESPTX Mutual Fund

ESPTX Mutual Fund

NAV$13.96
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Returns Overview

1 Month
+4.29%
3 Months
+6.50%
6 Months
+7.21%
YTD
+13.73%
1 Year
+21.93%
3 Years (annualized)
+18.18%
5 Years (annualized)
+9.24%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESPTX 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
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📉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 ACWI ex US Index
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+10.17%
vs Peers
+3.56%

ESPTX Mutual Fund Performance

ESPTX performance across multiple time periods: 1-month 4.29%, YTD 13.73%, 1-year 21.93%, 3-year 18.18%, 5-year 9.24%, 10-year 9.30%.

ESPTX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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