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NALFX: NEW ALTERNATIVES FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 67.34 0(0.0%) May 21
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (69%) |
Start Date: | 04/28/1983 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 4.03% |
Expenses | 0.89% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 2.2 | -3.2 | -5.3 | 9.1 | 7.2 | 7.9 | 7.6 | 6.4 | -6.6 | -15.9 | -4.8 | 61.7 | 37.0 | -6.9 | 21.2 | 6.5 | 0.9 | 2.9 | 30.5 | 3.5 | -7.3 | -7.3 | 36.6 | -44.8 | 33.5 | 33.8 | 8.9 | 13.3 | 23.5 | -29.5 | -12.4 | 51.4 | 8.5 | -10.0 | 11.1 | 13.3 | 19.6 | -5.1 | 1.1 | 3.8 | 18.6 | -9.2 | 24.4 | 21.9 | -7.9 | 20.1 | 21.8 | -2.4 | 2.4 |
Sharpe Ratio | NA | 0.12 | -0.41 | -0.4 | 0.35 | 0.34 | NA | NA | 0.26 | -0.59 | -0.78 | -0.29 | 1.84 | 4.25 | -0.74 | 2.37 | 0.38 | 0.05 | 0.22 | 2.28 | 0.21 | -0.27 | -0.34 | 1.34 | -1.13 | 1.72 | 2.15 | 0.7 | 1.08 | 1.83 | -1.34 | -0.57 | 1.53 | 0.6 | -0.85 | 0.8 | 1.21 | 2.37 | -1.03 | -0.15 | 0.18 | 1.32 | -1.07 | 1.52 | 1.6 | -0.48 | 1.12 | 1.16 | -0.62 | -0.33 |
Draw Down(%) | NA | 11.5 | 24.5 | 38.0 | 42.4 | 42.4 | NA | NA | 59.7 | 26.8 | 26.2 | 18.3 | 34.3 | 3.4 | 10.8 | 6.4 | 13.8 | 27.9 | 17.5 | 7.2 | 18.2 | 27.1 | 25.0 | 27.2 | 57.5 | 13.4 | 18.0 | 8.0 | 8.6 | 11.6 | 40.4 | 35.6 | 22.3 | 10.0 | 30.7 | 7.0 | 10.3 | 5.4 | 12.8 | 6.0 | 8.7 | 5.1 | 17.5 | 7.4 | 5.1 | 30.2 | 6.5 | 7.4 | 15.8 | 4.7 |
Standard Deviation(%) | NA | 16.5 | 18.5 | 18.5 | 21.7 | 18.2 | NA | NA | 17.8 | 18.6 | 22.2 | 16.8 | 33.2 | 8.4 | 11.1 | 8.7 | 16.6 | 18.5 | 13.4 | 13.4 | 16.5 | 27.0 | 21.5 | 27.3 | 40.3 | 17.8 | 14.3 | 9.6 | 11.5 | 12.5 | 22.9 | 26.1 | 30.9 | 8.8 | 15.7 | 9.4 | 8.0 | 6.6 | 7.9 | 6.3 | 7.6 | 11.2 | 13.4 | 12.3 | 10.7 | 25.0 | 14.3 | 14.3 | 14.7 | 7.9 |
Treynor Ratio | NA | 0.02 | -0.06 | -0.08 | 0.08 | 0.07 | NA | NA | 0.06 | -0.1 | -0.21 | -0.06 | 0.61 | 0.69 | -0.15 | 0.31 | 0.08 | 0.01 | 0.03 | 0.33 | 0.04 | -0.07 | -0.08 | 0.43 | -0.57 | 0.41 | 0.36 | 0.1 | 0.23 | 0.5 | -0.48 | -0.24 | 0.78 | 0.26 | -0.44 | 0.33 | 0.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.06 | -0.08 | -0.02 | 0.01 | 0.01 | NA | NA | 0.02 | -0.09 | -0.01 | -0.04 | 0.15 | 0.08 | 0.0 | 0.01 | 0.01 | 0.02 | 0.03 | 0.05 | -0.04 | 0.03 | -0.07 | 0.02 | -0.05 | 0.07 | 0.04 | -0.01 | 0.01 | 0.02 | -0.1 | 0.01 | 0.22 | 0.0 | -0.07 | 0.03 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.22 | 0.88 | 0.94 | 0.88 | NA | NA | 0.77 | 1.14 | 0.81 | 0.83 | 1.01 | 0.51 | 0.55 | 0.68 | 0.79 | 0.91 | 0.98 | 0.94 | 0.88 | 0.98 | 0.93 | 0.86 | 0.8 | 0.75 | 0.85 | 0.66 | 0.55 | 0.45 | 0.64 | 0.61 | 0.6 | 0.2 | 0.31 | 0.23 | 0.38 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.5 | 0.58 | 0.52 | 0.63 | 0.59 | NA | NA | 0.45 | 0.56 | 0.54 | 0.38 | 0.8 | 0.41 | 0.44 | 0.31 | 0.64 | 0.56 | 0.62 | 0.73 | 0.74 | 0.9 | 0.84 | 0.85 | 0.75 | 0.62 | 0.71 | 0.51 | 0.39 | 0.29 | 0.37 | 0.2 | 0.1 | 0.09 | 0.16 | 0.12 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.0 | 3.8 | 6.8 | 5.5 | 5.9 | 6.2 | N/A | 4.1 | 3.7 | 4.6 | 7.6 | 7.2 | 5.7 | 4.9 | 3.9 | 1.7 | 3.0 | 1.6 | 1.8 | 1.1 | 0.8 | 1.1 | 0.3 | 3.0 | 6.3 | 6.1 | 0.5 | 0.9 | 0.7 | 3.7 | 8.7 | 7.4 | 1.0 | 7.3 | 12.1 | 11.1 | 1.1 | 1.0 | 1.2 | 0.0 | 1.6 | 2.1 | 2.2 | 2.2 | 1.5 | 2.0 | 0.9 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -10.0 | -6.6 | 99.6 | 242.7 | N/A | N/A | N/A | -10.1 | -27.5 | -5.6 | 37.0 | 8.7 | 38.4 | 31.1 | 121.2 | -43.7 | 144.8 | -13.4 | 59.5 | 16.7 | -2.7 | 105.6 | -86.7 | -38.9 | 10.0 | 1156.2 | -23.8 | -16.0 | -82.8 | -41.8 | 18.0 | 559.4 | -85.6 | -40.0 | 18.6 | 875.0 | 10.3 | -14.7 | N/A | -100.0 | -6.5 | 9.5 | -8.7 | 70.4 | -10.0 | 114.3 | -22.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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