ESGYX Mutual Fund

ESGYX Mutual Fund

NAV$22.97
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Returns Overview

1 Month
+3.86%
3 Months
+4.62%
6 Months
+5.31%
YTD
+5.03%
1 Year
+9.49%
3 Years (annualized)
+13.64%
5 Years (annualized)
+5.95%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGYX 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)
+5.03%
Peer Avg (YTD)
+8.51%
vs Peers
-3.48%

ESGYX Mutual Fund Performance

ESGYX performance across multiple time periods: 1-month 3.86%, YTD 5.03%, 1-year 9.49%, 3-year 13.64%, 5-year 5.95%, 10-year 12.90%.

ESGYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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