ESGCX Mutual Fund

ESGCX Mutual Fund

NAV$20.88
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Returns Overview

1 Month
-0.35%
3 Months
+2.65%
6 Months
+1.12%
YTD
+0.53%
1 Year
+6.29%
3 Years (annualized)
+10.20%
5 Years (annualized)
+4.21%
10 Years (annualized)
+10.61%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+6.23%
vs Peers
-5.71%

ESGCX Mutual Fund Performance

ESGCX performance across multiple time periods: 1-month -0.35%, YTD 0.53%, 1-year 6.29%, 3-year 10.20%, 5-year 4.21%, 10-year 10.61%.

ESGCX returns trail the peer average of 6.23% 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.