ESEAX Mutual Fund

NAV$25.03

Returns Overview

1 Month
-3.21%
3 Months
-5.76%
6 Months
-9.00%
YTD
-8.19%
1 Year
-8.37%
3 Years
+7.72%
5 Years
+6.02%
10 Years
+12.01%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESEAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-8.19%
Peer Avg (YTD)
+8.82%
vs Peers
-17.00%

ESEAX Mutual Fund Performance

ESEAX performance across multiple time periods: 1-month -3.21%, YTD -8.19%, 1-year -8.37%, 3-year 7.72%, 5-year 6.02%, 10-year 12.01%.

ESEAX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

ESEAX performance comparison shows side-by-side returns with another fund. ESEAX alternatives are available in the Mutual Fund Screener.