ESGYX Mutual Fund

ESGYX Mutual Fund

NAV$22.82
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Returns Overview

1 Month
-0.27%
3 Months
+2.90%
6 Months
+1.68%
YTD
+1.12%
1 Year
+7.35%
3 Years (annualized)
+11.27%
5 Years (annualized)
+4.81%
10 Years (annualized)
+12.48%

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)
+1.12%
Peer Avg (YTD)
+6.23%
vs Peers
-5.11%

ESGYX Mutual Fund Performance

ESGYX performance across multiple time periods: 1-month -0.27%, YTD 1.12%, 1-year 7.35%, 3-year 11.27%, 5-year 4.81%, 10-year 12.48%.

ESGYX returns trail the peer average of 6.23% 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.