IESGX Mutual Fund

IESGX Mutual Fund

NAV$28.93
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Returns Overview

1 Month
-2.34%
3 Months
+3.35%
6 Months
+14.10%
YTD
+7.82%
1 Year
+10.59%
3 Years (annualized)
+19.14%
5 Years (annualized)
+10.24%
10 Years (annualized)
+12.33%

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)
+7.82%
Peer Avg (YTD)
+8.68%
vs Peers
-0.86%

IESGX Mutual Fund Performance

IESGX performance across multiple time periods: 1-month -2.34%, YTD 7.82%, 1-year 10.59%, 3-year 19.14%, 5-year 10.24%, 10-year 12.33%.

IESGX returns trail the peer average of 8.68% 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.