Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) | 4.10% | 2.72% | 11.11% | 10.82% | 11.12% | 12.52% | 10.02% | 10.43% |
Data as of 07/31/2025, AR inception is 12/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) | 12/10/2004 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 2.72 | 11.11 | 10.82 | 11.12 | 12.52 | 10.02 | 10.43 | 4.10 | 12.61 | 22.78 | -19.78 | 25.72 | 18.98 | 33.51 | -5.14 | 25.52 | 8.74 | -1.92 | 13.69 | 31.26 | 15.01 | 3.93 | 13.51 | 21.85 | -35.58 | 13.72 | 20.64 | 10.94 | 2.67 |
| Sharpe Ratio | NA | 0.11 | 0.53 | 0.52 | 0.52 | NA | NA | 0.46 | 0.25 | 0.42 | 1.43 | -0.85 | 1.88 | 0.53 | 2.45 | -0.36 | 3.45 | 0.64 | -0.13 | 1.19 | 2.87 | 1.17 | 0.17 | 0.74 | 0.82 | -0.92 | 0.71 | 1.75 | 0.88 | 7.58 |
| Standard Deviation(%) | NA | 21.07 | 17.70 | 18.06 | 19.06 | NA | NA | 19.35 | 23.54 | 14.51 | 13.06 | 24.85 | 13.69 | 35.44 | 13.12 | 18.02 | 7.25 | 13.33 | 15.39 | 11.48 | 10.88 | 12.87 | 23.55 | 18.06 | 26.46 | 39.53 | 15.27 | 9.98 | 10.00 | 7.80 |
| Draw Down(%) | NA | 25.01 | 25.01 | 27.47 | 34.35 | NA | NA | 53.00 | 20.58 | 9.31 | 10.26 | 26.59 | 6.09 | 34.35 | 6.75 | 20.14 | 2.28 | 11.13 | 12.45 | 7.56 | 5.12 | 10.42 | 18.59 | 15.71 | 26.35 | 46.62 | 9.10 | 9.02 | 8.45 | 0.78 |
| Yield(%) | 0.00 | 0.31 | 0.47 | 0.42 | 1.82 | 2.83 | 2.78 | 3.00 | 0.00 | 0.35 | 0.77 | 0.24 | 0.19 | 0.19 | 0.84 | 7.10 | 3.25 | 1.01 | 0.81 | 1.11 | 1.13 | 1.39 | 0.97 | 0.92 | 1.17 | 0.82 | 3.36 | 2.01 | 3.41 | 0.00 |
Data as of 07/31/2025, AR inception is 12/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) |
-10.77%
Feb 2006 - Feb 2009 |
-0.61%
May 2007 - May 2012 |
6.36%
May 2007 - May 2017 |
7.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) |
25.93%
Dec 2018 - Dec 2021 |
21.31%
Feb 2009 - Feb 2014 |
16.06%
Aug 2011 - Aug 2021 |
14.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart