ESGEX vs. VSGX

In the year-to-date period, ESGEX achieves a 5.83% return, which is significantly lower than VSGX's 14.20% return.

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ESGEX has a 1.25% expense ratio, which is higher than VSGX's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Reynders McVeigh Core Equity Fund (ESGEX) and Vanguard ESG International Stock ETF (VSGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ESGEX Sharpe Ratio is 0.52, which is lower than the VSGX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of ESGEX and VSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ESGEX's dividend yield for the trailing twelve months is around 1.49%, less than VSGX's 2.85% yield.

The maximum ESGEX drawdown since its inception was -31.73%, roughly equal to the maximum VSGX drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for ESGEX and VSGX.

Reynders McVeigh Core Equity Fund (ESGEX) has a higher volatility of 4.66% compared to Vanguard ESG International Stock ETF (VSGX) at 3.43%. This indicates that ESGEX's price experiences larger fluctuations and is considered to be riskier than VSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.