Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) | 7.58% | 20.92% | 16.69% | 9.87% | 13.73% | 12.84% | 10.63% | … | … |
Data as of 06/03/2026, Common starting date is 12/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDAX (SUSTAINABLE EQUITY FUND A CLASS) | 12/10/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 20.92 | 16.69 | 9.87 | 13.73 | 12.84 | 10.63 | … | … | 7.58 | 10.91 | 19.26 | 23.90 | -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 | 1.62 | 0.92 | 0.42 | 0.65 | NA | NA | … | … | 1.26 | 0.42 | 1.20 | 1.56 | -0.86 | 1.88 | 0.53 | 2.44 | -0.36 | 3.44 | 0.64 | -0.13 | 1.19 | 2.87 | 1.17 | 0.17 | 0.74 | 0.82 | -0.92 | 0.70 | 1.73 | 0.87 | 7.57 |
| Standard Deviation(%) | NA | 12.23 | 15.20 | 17.31 | 18.64 | NA | NA | … | … | 14.06 | 19.14 | 13.06 | 13.09 | 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 | 10.20 | 20.59 | 27.47 | 34.35 | NA | NA | … | … | 10.20 | 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 | 21.02 | 11.74 | 7.15 | 8.67 | 9.74 | 8.76 | … | … | 0.00 | 20.79 | 7.26 | 1.87 | 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 06/03/2026, Common starting date 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 |
14.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart