Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDCX (SUSTAINABLE EQUITY FUND C CLASS) | 7.85% | 20.49% | 16.03% | 9.44% | 13.06% | 12.22% | 9.91% | … | … |
Data as of 06/04/2026, Common starting date is 12/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDCX (SUSTAINABLE EQUITY FUND C CLASS) | 12/10/2004 | 06/04/2026 |
| 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 (%) | 0.59 | 20.49 | 16.03 | 9.44 | 13.06 | 12.22 | 9.91 | … | … | 7.85 | -10.80 | 11.46 | 21.83 | -20.38 | 24.69 | 18.08 | 32.49 | -6.44 | 24.58 | 7.87 | -2.64 | 12.89 | 30.23 | 14.18 | 3.11 | 12.66 | 20.96 | -36.08 | 12.89 | 19.79 | 10.09 | 2.57 |
| Sharpe Ratio | NA | 1.54 | 0.86 | 0.40 | 0.61 | NA | NA | … | … | 1.20 | -0.46 | 0.33 | 1.36 | -0.88 | 1.80 | 0.50 | 2.37 | -0.43 | 3.34 | 0.57 | -0.17 | 1.12 | 2.77 | 1.11 | 0.13 | 0.69 | 0.79 | -0.93 | 0.65 | 1.68 | 0.79 | 7.11 |
| Standard Deviation(%) | NA | 12.26 | 15.20 | 17.33 | 18.63 | NA | NA | … | … | 14.10 | 29.52 | 14.65 | 13.06 | 24.82 | 13.70 | 35.39 | 13.11 | 17.98 | 7.21 | 13.38 | 15.39 | 11.51 | 10.91 | 12.86 | 23.65 | 18.12 | 26.48 | 39.61 | 15.31 | 9.88 | 10.01 | 7.93 |
| Draw Down(%) | NA | 10.36 | 20.79 | 27.09 | 34.44 | NA | NA | … | … | 10.36 | 21.98 | 9.59 | 10.44 | 27.00 | 6.24 | 34.44 | 6.82 | 20.28 | 2.36 | 11.21 | 12.56 | 7.64 | 5.26 | 10.51 | 18.84 | 15.77 | 26.44 | 46.97 | 9.20 | 9.05 | 8.56 | 0.88 |
| Yield(%) | 0.00 | 21.95 | 11.83 | 7.45 | 8.56 | 9.40 | 8.17 | … | … | 0.00 | 21.68 | 7.22 | 1.15 | 0.06 | 2.63 | 0.00 | 0.85 | 6.08 | 2.71 | 0.18 | 0.07 | 0.28 | 0.20 | 1.17 | 0.24 | 0.10 | 0.28 | 0.36 | 2.54 | 1.67 | 2.64 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AFDCX (SUSTAINABLE EQUITY FUND C CLASS) |
-11.42%
Feb 2006 – Feb 2009 |
-1.35%
May 2007 – May 2012 |
5.57%
May 2007 – May 2017 |
6.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDCX (SUSTAINABLE EQUITY FUND C CLASS) |
25.84%
Dec 2018 – Dec 2021 |
20.40%
Feb 2009 – Feb 2014 |
15.14%
Dec 2011 – Dec 2021 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart