ESGNX Mutual Fund

ESGNX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-0.23%
3 Months
+2.94%
6 Months
+1.72%
YTD
+1.17%
1 Year
+7.46%
3 Years (annualized)
+11.33%
5 Years (annualized)
+4.87%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGNX 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)
+1.17%
Peer Avg (YTD)
+6.23%
vs Peers
-5.06%

ESGNX Mutual Fund Performance

ESGNX performance across multiple time periods: 1-month -0.23%, YTD 1.17%, 1-year 7.46%, 3-year 11.33%, 5-year 4.87%, 10-year 11.55%.

ESGNX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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