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
ESCKX (1290 Funds – 1290 Essex Small Cap Growth Fund) 12.58% 43.26% 21.66% 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
ESCKX (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 (%) -3.66 43.26 21.66 NA NA NA NA 12.58 29.74 21.00 7.67 2.06
Sharpe Ratio NA 2.07 0.85 NA NA NA NA 1.73 1.00 0.76 0.18 0.07
Standard Deviation(%) NA 23.57 24.38 NA NA NA NA 25.40 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 06/05/2026, 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
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

3-Year Annualized Rolling Return