ESGCX Mutual Fund

NAV$21.19

Returns Overview

1 Month
+0.90%
3 Months
+8.43%
6 Months
+0.88%
YTD
+0.88%
1 Year
+6.82%
3 Years (annualized)
+10.73%
5 Years (annualized)
+5.01%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGCX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+8.97%
vs Peers
-8.09%

ESGCX Mutual Fund Performance

ESGCX performance across multiple time periods: 1-month 0.90%, YTD 0.88%, 1-year 6.82%, 3-year 10.73%, 5-year 5.01%, 10-year 11.14%.

ESGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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