ESGCX Mutual Fund

ESGCX Mutual Fund

NAV$20.86
See how much of ESGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.77%
3 Months
+4.34%
6 Months
+4.73%
YTD
+4.32%
1 Year
+8.43%
3 Years (annualized)
+12.58%
5 Years (annualized)
+4.15%
10 Years (annualized)
+11.02%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+8.51%
vs Peers
-4.19%

ESGCX Mutual Fund Performance

ESGCX performance across multiple time periods: 1-month 3.77%, YTD 4.32%, 1-year 8.43%, 3-year 12.58%, 5-year 4.15%, 10-year 11.02%.

ESGCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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