ESGMX Mutual Fund

ESGMX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
+3.86%
3 Months
+4.53%
6 Months
+5.19%
YTD
+4.90%
1 Year
+9.25%
3 Years (annualized)
+12.62%
5 Years (annualized)
+4.48%
10 Years (annualized)
+11.62%

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)
+4.90%
Peer Avg (YTD)
+8.51%
vs Peers
-3.61%

ESGMX Mutual Fund Performance

ESGMX performance across multiple time periods: 1-month 3.86%, YTD 4.90%, 1-year 9.25%, 3-year 12.62%, 5-year 4.48%, 10-year 11.62%.

ESGMX returns trail the peer average of 8.51% 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.