ESGYX Mutual Fund

NAV$23.15

Returns Overview

1 Month
+1.01%
3 Months
+8.73%
6 Months
+1.40%
YTD
+1.40%
1 Year
+7.94%
3 Years (annualized)
+11.79%
5 Years (annualized)
+6.84%
10 Years (annualized)
+13.01%

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
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)
+1.40%
Peer Avg (YTD)
+8.97%
vs Peers
-7.57%

ESGYX Mutual Fund Performance

ESGYX performance across multiple time periods: 1-month 1.01%, YTD 1.40%, 1-year 7.94%, 3-year 11.79%, 5-year 6.84%, 10-year 13.01%.

ESGYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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