ESGMX Mutual Fund

NAV$22.67

Returns Overview

1 Month
+0.93%
3 Months
+8.68%
6 Months
+1.28%
YTD
+1.28%
1 Year
+7.63%
3 Years (annualized)
+11.51%
5 Years (annualized)
+8.58%
10 Years (annualized)
+13.68%

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
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)
+1.28%
Peer Avg (YTD)
+8.97%
vs Peers
-7.69%

ESGMX Mutual Fund Performance

ESGMX performance across multiple time periods: 1-month 0.93%, YTD 1.28%, 1-year 7.63%, 3-year 11.51%, 5-year 8.58%, 10-year 13.68%.

ESGMX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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