ESGMX Mutual Fund

ESGMX Mutual Fund

NAV$22.54
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Returns Overview

1 Month
-0.28%
3 Months
+2.84%
6 Months
+1.51%
YTD
+1.00%
1 Year
+7.08%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.55%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGMX 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
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📉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)
+1.00%
Peer Avg (YTD)
+6.23%
vs Peers
-5.24%

ESGMX Mutual Fund Performance

ESGMX performance across multiple time periods: 1-month -0.28%, YTD 1.00%, 1-year 7.08%, 3-year 10.99%, 5-year 4.55%, 10-year 11.22%.

ESGMX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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