Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ESCFX (1290 Funds – 1290 Essex Small Cap Growth Fund) 12.64% 43.65% 21.97% NA NA NA NA
Data as of 06/05/2026, Common starting date is 07/13/2022
More Performance Analytics Comparison
Name Start Date End Date
ESCFX (1290 Funds – 1290 Essex Small Cap Growth Fund) 07/13/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -3.67 43.65 21.97 NA NA NA NA 12.64 30.09 19.53 9.55 2.16
Sharpe Ratio NA 2.20 0.89 NA NA NA NA 2.00 1.02 0.69 0.28 0.08
Standard Deviation(%) NA 23.56 24.43 NA NA NA NA 25.27 27.32 22.96 21.35 28.79
Draw Down(%) NA 13.50 27.33 NA NA NA NA 13.50 27.33 11.17 25.53 20.60
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 06/05/2026, 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
ESCFX (1290 Funds – 1290 Essex Small Cap Growth Fund) 12.90%
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
ESCFX (1290 Funds – 1290 Essex Small Cap Growth Fund) 24.71%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return