Canada markets open in 2 hours 32 minutes

Mirova Global Sustainable Equity Y (ESGYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.71+0.13 (+0.63%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.39%
5-Year Average Return12.06%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)33.00%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return33.00%
Worst 3-Yr Total Return2.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnESGYXCategory
YTD13.78%9.95%
1-Month1.13%2.98%
3-Month2.47%8.22%
1-Year17.86%40.81%
3-Year4.20%19.17%
5-Year12.37%18.49%
10-Year0.00%11.83%
Last Bull Market27.42%21.12%
Last Bear Market-15.11%-20.34%

Annual Total Return (%) History

Year
ESGYXCategory
2024
N/AN/A
2023
18.63%N/A
2022
-22.33%N/A
2021
18.06%N/A
2020
32.42%32.67%
2019
33.00%30.40%
2018
-6.32%-7.79%
2017
30.75%30.22%
2016
N/A2.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.04%2.47%N/AN/A
20236.77%7.26%-7.68%12.20%
2022-11.54%-15.11%-10.36%15.39%
20211.47%7.80%2.21%5.59%
2020-13.54%22.67%9.99%13.51%
201915.14%5.66%0.79%8.46%
20181.25%0.77%5.00%-12.55%
20179.18%7.86%5.40%5.34%
2016-0.90%5.65%-5.16%N/A

Rank In Category (By Total Return)

YTD34
1-Month74
3-Month45
1-Year55
3-Year31
5-Year27

Load Adjusted Returns

1-Year17.86%
3-Year4.20%
5-Year12.37%
10-YearN/A