IESGX Mutual Fund

IESGX Mutual Fund

NAV$28.21
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Returns Overview

1 Month
+0.81%
3 Months
+1.24%
6 Months
+5.65%
YTD
+8.69%
1 Year
+9.01%
3 Years (annualized)
+21.20%
5 Years (annualized)
+9.82%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IESGX 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)
+8.69%
Peer Avg (YTD)
+5.23%
vs Peers
+3.46%

IESGX Mutual Fund Performance

IESGX performance across multiple time periods: 1-month 0.81%, YTD 8.69%, 1-year 9.01%, 3-year 21.20%, 5-year 9.82%, 10-year 12.48%.

IESGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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