IESGX Mutual Fund

IESGX Mutual Fund

NAV$29.08
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Returns Overview

1 Month
+2.91%
3 Months
+4.35%
6 Months
+7.12%
YTD
+7.37%
1 Year
+16.01%
3 Years (annualized)
+17.07%
5 Years (annualized)
+10.34%
10 Years (annualized)
+12.09%

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)
+7.37%
Peer Avg (YTD)
+6.23%
vs Peers
+1.13%

IESGX Mutual Fund Performance

IESGX performance across multiple time periods: 1-month 2.91%, YTD 7.37%, 1-year 16.01%, 3-year 17.07%, 5-year 10.34%, 10-year 12.09%.

IESGX returns outperform the peer average of 6.23% 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.