IESGX Mutual Fund

IESGX Mutual Fund

NAV$29.28
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Returns Overview

1 Month
-2.55%
3 Months
+10.41%
6 Months
+4.61%
YTD
+4.33%
1 Year
+14.17%
3 Years (annualized)
+16.98%
5 Years (annualized)
+10.08%

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)
+4.33%
Peer Avg (YTD)
+8.97%
vs Peers
-4.64%

IESGX Mutual Fund Performance

IESGX performance across multiple time periods: 1-month -2.55%, YTD 4.33%, 1-year 14.17%, 3-year 16.98%, 5-year 10.08%.

IESGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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