ESGEX Mutual Fund

ESGEX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
-2.04%
3 Months
+4.14%
6 Months
+2.17%
YTD
+2.27%
1 Year
+8.46%
3 Years (annualized)
+12.02%
5 Years (annualized)
+5.33%

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
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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)
+2.27%
Peer Avg (YTD)
+6.23%
vs Peers
-3.96%

ESGEX Mutual Fund Performance

ESGEX performance across multiple time periods: 1-month -2.04%, YTD 2.27%, 1-year 8.46%, 3-year 12.02%, 5-year 5.33%.

ESGEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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