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The Best ESG Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of ESG mutual funds.


Category is ESG
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
BlackRock ESG Capital Allocation Term TrustDerivative Income, ESGSep 28, 20211.38%
-4.58%
24.82%
19
Goldman Sachs International Equity ESG Fund Class ...Foreign Large Cap Equities, ESGDec 1, 19921.35%
-2.68%
8.66%
2.24%
34
Nuveen Winslow Large-Cap Growth ESG Fund Class ILarge Cap Growth Equities, ESGMay 15, 20090.83%
-11.60%
15.48%
25.40%
15
Pax International Sustainable Economy Fund Institu...Large Cap Blend Equities, ESG0.47%
-0.82%
8.27%
7.22%
55
Pax Ellevate Global Women’s Leadership Fund Instit...ESG, Global Equities0.51%
-4.18%
9.41%
10.41%
53
Vanguard Global ESG Select Stock Fund Investor Sha...ESG, Global EquitiesJun 5, 20190.56%
-3.26%
4.41%
26
Vanguard Global ESG Select Stock Fund Admiral Shar...ESG, Global EquitiesJun 5, 20190.46%
-3.24%
4.53%
27
Vanguard FTSE Social Index Fund Institutional Shar...Large Cap Growth Equities, ESGJan 14, 20030.12%
-7.51%
14.26%
1.02%
44

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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