ESECX Mutual Fund

NAV$21.31

Returns Overview

1 Month
-3.24%
3 Months
-5.95%
6 Months
-9.34%
YTD
-8.44%
1 Year
-9.07%
3 Years
+7.08%
5 Years
+5.53%
10 Years
+10.62%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESECX 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)
-8.44%
Peer Avg (YTD)
+8.82%
vs Peers
-17.26%

ESECX Mutual Fund Performance

ESECX performance across multiple time periods: 1-month -3.24%, YTD -8.44%, 1-year -9.07%, 3-year 7.08%, 5-year 5.53%, 10-year 10.62%.

ESECX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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