ESGIX Mutual Fund

ESGIX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
-0.83%
3 Months
-1.40%
6 Months
+0.83%
YTD
+6.39%
1 Year
+6.25%
3 Years (annualized)
+20.11%
5 Years (annualized)
+7.70%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.28%
vs Peers
-2.89%

ESGIX Mutual Fund Performance

ESGIX performance across multiple time periods: 1-month -0.83%, YTD 6.39%, 1-year 6.25%, 3-year 20.11%, 5-year 7.70%, 10-year 8.52%.

ESGIX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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