ESGEX Mutual Fund

ESGEX Mutual Fund

NAV$21.58
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Returns Overview

1 Month
-4.06%
3 Months
-3.67%
6 Months
+9.87%
YTD
+0.57%
1 Year
+2.74%
3 Years (annualized)
+14.39%
5 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGEX 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)
+0.57%
Peer Avg (YTD)
+8.68%
vs Peers
-8.11%

ESGEX Mutual Fund Performance

ESGEX performance across multiple time periods: 1-month -4.06%, YTD 0.57%, 1-year 2.74%, 3-year 14.39%, 5-year 5.17%.

ESGEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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