ESGEX Mutual Fund

NAV$22.58

Returns Overview

1 Month
+1.52%
3 Months
+14.05%
6 Months
+5.09%
YTD
+4.40%
1 Year
+11.03%
3 Years (annualized)
+14.18%
5 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGEX 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)
+4.40%
Peer Avg (YTD)
+8.97%
vs Peers
-4.57%

ESGEX Mutual Fund Performance

ESGEX performance across multiple time periods: 1-month 1.52%, YTD 4.40%, 1-year 11.03%, 3-year 14.18%, 5-year 6.20%.

ESGEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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