ESGIX Mutual Fund

NAV$18.18

Returns Overview

1 Month
+2.42%
3 Months
+3.30%
6 Months
+5.27%
YTD
+7.64%
1 Year
+15.73%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESGIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+9.51%
vs Peers
-1.87%

ESGIX Mutual Fund Performance

ESGIX performance across multiple time periods: 1-month 2.42%, YTD 7.64%, 1-year 15.73%, 3-year 16.03%, 5-year 8.64%, 10-year 10.79%.

ESGIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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