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Reynders McVeigh Core Equity Instl (ESGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.74+0.13 (+0.70%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.55%
5-year average return14.02%
Number of years up3
Number of years down1
Best 1-yr total return (24 June 2024)46.35%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return46.35%
Worst 3-yr total return2.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESGEXCategory
YTD9.97%9.95%
1-month5.84%2.98%
3-month4.09%8.22%
1-year23.73%40.81%
3-year3.04%19.17%
5-year15.01%18.49%
10-year0.00%11.83%
Last bull market27.47%21.12%
Last bear market-17.87%-20.34%

Annual total return (%) history

Year
ESGEXCategory
2024
N/AN/A
2023
18.49%N/A
2022
-23.44%N/A
2021
18.06%N/A
2020
46.35%32.67%
2019
N/A30.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.81%N/AN/AN/A
20238.64%3.78%-5.53%11.24%
2022-9.24%-17.87%-5.33%8.48%
20212.98%9.04%-1.84%7.11%
2020-13.61%24.82%13.45%19.64%
20194.30%-2.11%10.22%N/A

Rank in category (by total return)

YTD46
1-month13
3-month30
1-year41
3-year44
5-year10

Load adjusted returns

1-year23.73%
3-year3.04%
5-year15.01%
10-yearN/A