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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 7 ESG mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Year-to-Date Return

< 0.0%
> 10.0%

10-Year Annualized Return

< 0.0%
> 10.0%

Sharpe Ratio

< 0.0
> 0.1

Omega ratio

< 0.0
> 0.1

Sortino ratio

< 0.0
> 0.1

Calmar ratio

< 0.0
> 0.1

Ulcer Index

< 0.0%
> 10.0%

10Y Volatility

< 0.0%
> 10.0%

Maximum Drawdown

< 0.0%
> 10.0%

Dividend Yield

< 0.0%
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
GSIFXGoldman Sachs International Equity ESG Fund Class AForeign Large Cap Equities, ESGDec 1, 19921.35%11.0%4.7%0.7%-61.4%0.7
NVLIXNuveen Winslow Large-Cap Growth ESG Fund Class ILarge Cap Growth Equities, ESGMay 15, 20090.83%38.1%13.9%6.5%-39.6%1.9
PXNIXPax International Sustainable Economy Fund Institutional ClassLarge Cap Blend Equities, ESG0.47%13.7%4.3%2.5%-54.0%0.9
PXWIXPax Ellevate Global Women’s Leadership Fund Institutional ClassESG, Global Equities0.51%14.2%7.6%3.8%-58.6%0.9
VEIGXVanguard Global ESG Select Stock Fund Investor SharesESG, Global EquitiesJun 5, 20190.56%13.5%N/A1.5%-30.5%1.0
VESGXVanguard Global ESG Select Stock Fund Admiral SharesESG, Global EquitiesJun 5, 20190.46%13.6%N/A1.6%-30.5%1.0
VFTNXVanguard FTSE Social Index Fund Institutional SharesLarge Cap Growth Equities, ESGJan 14, 20030.12%27.0%12.4%1.1%-61.9%1.6

1–7 of 7

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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