SESGX Mutual Fund

NAV$28.96
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Returns Overview

1 Month
-2.58%
3 Months
+10.35%
6 Months
+4.50%
YTD
+4.22%
1 Year
+13.88%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESGX 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
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📉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

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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)
+4.22%
Peer Avg (YTD)
+8.97%
vs Peers
-4.75%

SESGX Mutual Fund Performance

SESGX performance across multiple time periods: 1-month -2.58%, YTD 4.22%, 1-year 13.88%, 3-year 16.91%, 5-year 9.91%.

SESGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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