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GCEQX: GREEN CENTURY EQUITY FUND INDIVIDUAL INVESTOR CLASS (MUTUAL FUND)
Basic Info 94.96 0.22(0.23%) July 01
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/19/1995 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 1.16% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/19/1995 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 4.8 | 11.3 | 16.2 | 14.3 | 12.3 | 13.5 | 9.6 | 9.0 | 20.5 | 27.7 | -23.2 | 28.3 | 21.2 | 30.7 | -4.0 | 22.0 | 8.7 | 0.9 | 12.8 | 34.4 | 11.8 | 0.6 | 10.9 | 30.4 | -35.5 | 2.7 | 12.1 | 1.5 | 8.7 | 26.3 | -21.1 | -13.3 | -15.5 | 22.0 | 32.3 | 35.7 | 21.2 | 0.2 |
| Sharpe Ratio | NA | 0.27 | 0.35 | 0.69 | 0.69 | 0.57 | NA | NA | 0.38 | 0.97 | 1.65 | -0.97 | 2.02 | 0.6 | 2.26 | -0.3 | 3.05 | 0.63 | 0.06 | 1.11 | 3.1 | 0.96 | 0.03 | 0.61 | 1.09 | -0.91 | -0.02 | 0.87 | -0.06 | 0.68 | 1.47 | -0.85 | -0.7 | -0.81 | 0.98 | 1.39 | 1.76 | 1.41 | 0.67 |
| Draw Down(%) | NA | 20.5 | 20.6 | 20.6 | 30.1 | 32.9 | NA | NA | 56.9 | 9.5 | 10.9 | 29.2 | 5.3 | 32.9 | 6.9 | 18.0 | 2.6 | 10.4 | 11.6 | 6.9 | 5.3 | 10.0 | 18.0 | 15.9 | 27.1 | 45.7 | 9.2 | 7.9 | 8.4 | 8.3 | 14.8 | 32.1 | 30.1 | 23.2 | 11.8 | 19.8 | 10.5 | 8.4 | 1.1 |
| Standard Deviation(%) | NA | 25.2 | 20.9 | 18.4 | 18.6 | 19.1 | NA | NA | 19.5 | 14.5 | 14.4 | 25.5 | 14.0 | 34.7 | 13.0 | 17.9 | 7.0 | 13.5 | 15.2 | 11.5 | 11.1 | 12.3 | 22.3 | 17.7 | 27.8 | 40.0 | 15.5 | 10.2 | 10.3 | 11.4 | 17.5 | 26.1 | 22.8 | 24.3 | 19.1 | 20.8 | 18.2 | 12.4 | 8.6 |
| Treynor Ratio | NA | 0.09 | 0.1 | 0.17 | 0.19 | 0.15 | NA | NA | 0.09 | 0.21 | 0.33 | -0.38 | 0.7 | 0.23 | 0.5 | -0.06 | 0.29 | 0.1 | 0.01 | 0.16 | 0.39 | 0.15 | 0.01 | 0.12 | 0.27 | -0.35 | 0.0 | 0.12 | -0.01 | 0.1 | 0.29 | -0.28 | -0.26 | -0.32 | 0.22 | 0.36 | 0.41 | 0.25 | 0.25 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.02 | 0.0 | NA | NA | 0.01 | 0.0 | -0.02 | 0.02 | 0.1 | -0.08 | 0.02 | -0.02 | 0.0 | 0.04 | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.02 | -0.03 | 0.04 | -0.03 | 0.01 | 0.01 | 0.04 | 0.03 | -0.02 | 0.03 | 0.02 | 0.06 | 0.03 | 0.16 |
| Beta | NA | 0.76 | 0.75 | 0.73 | 0.66 | 0.75 | NA | NA | 0.79 | 0.66 | 0.72 | 0.66 | 0.41 | 0.91 | 0.59 | 0.82 | 0.73 | 0.87 | 0.92 | 0.81 | 0.88 | 0.8 | 0.82 | 0.91 | 1.1 | 1.03 | 0.91 | 0.74 | 0.82 | 0.75 | 0.89 | 0.8 | 0.61 | 0.61 | 0.85 | 0.8 | 0.78 | 0.7 | 0.23 |
| RSquared | NA | 0.93 | 0.92 | 0.91 | 0.85 | 0.86 | NA | NA | 0.86 | 0.87 | 0.9 | 0.9 | 0.47 | 0.89 | 0.68 | 0.93 | 0.8 | 0.91 | 0.95 | 0.92 | 0.92 | 0.88 | 0.95 | 0.97 | 0.95 | 0.94 | 0.93 | 0.88 | 0.87 | 0.9 | 0.95 | 0.95 | 0.87 | 0.75 | 0.9 | 0.85 | 0.74 | 0.64 | 0.91 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.7 | 0.5 | 1.3 | 2.2 | 1.9 | N/A | 1.3 | 0.2 | 0.1 | 0.0 | 0.3 | 0.9 | 2.1 | 1.1 | 2.4 | 1.9 | 1.8 | 0.8 | 1.1 | 1.0 | 1.0 | 1.2 | 0.9 | 5.4 | 0.5 | 0.2 | 0.6 | 0.1 | 0.0 | 6.0 | 2.9 | 0.3 | 1.2 | 0.1 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 607.1 | 180.7 | -56.5 | 35.6 | N/A | N/A | N/A | 910.1 | -13.2 | 1800.0 | -96.6 | -48.4 | -60.4 | 134.2 | -52.2 | 28.8 | 17.2 | 191.4 | -19.8 | 12.4 | 6.0 | 2.2 | -10.1 | -83.7 | 1102.0 | 206.1 | -68.9 | 606.7 | N/A | -100.0 | 63.9 | 932.1 | -62.9 | 1066.7 | -58.1 | 616.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/1995
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See LARGE GROWTH Asset Class Trend Rankings |
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