Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESCKX (1290 Funds – 1290 Essex Small Cap Growth Fund) | 17.99% | 48.11% | 22.15% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 07/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESCKX (1290 Funds – 1290 Essex Small Cap Growth Fund) | 07/13/2022 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.03 | 48.11 | 22.15 | NA | NA | NA | NA | … | … | 17.99 | 29.74 | 21.00 | 7.67 | 2.06 |
| Sharpe Ratio | NA | 1.79 | 0.76 | NA | NA | NA | NA | … | … | 1.50 | 1.00 | 0.76 | 0.18 | 0.07 |
| Standard Deviation(%) | NA | 24.49 | 24.56 | NA | NA | NA | NA | … | … | 26.37 | 27.26 | 22.73 | 21.92 | 30.15 |
| Draw Down(%) | NA | 13.51 | 27.29 | NA | NA | NA | NA | … | … | 13.51 | 27.29 | 11.14 | 25.66 | 20.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.11 | 0.06 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 |
Data as of 06/15/2026, Common starting date is 07/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESCKX (1290 Funds – 1290 Essex Small Cap Growth Fund) |
12.60%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESCKX (1290 Funds – 1290 Essex Small Cap Growth Fund) |
24.39%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart