Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDGX (SUSTAINABLE EQUITY FUND R5 CLASS) | 8.37% | 21.95% | 17.43% | 10.76% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDGX (SUSTAINABLE EQUITY FUND R5 CLASS) | 04/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 21.95 | 17.43 | 10.76 | NA | NA | NA | … | … | 8.37 | 11.41 | 19.81 | 24.45 | -19.35 | 28.90 | 19.56 | 34.07 | -5.34 | 20.10 |
| Sharpe Ratio | NA | 1.66 | 0.96 | 0.48 | NA | NA | NA | … | … | 1.30 | 0.45 | 1.24 | 1.60 | -0.84 | 2.09 | 0.54 | 2.49 | -0.37 | 3.93 |
| Standard Deviation(%) | NA | 12.23 | 15.19 | 17.34 | NA | NA | NA | … | … | 14.05 | 19.14 | 13.06 | 13.09 | 24.87 | 13.85 | 35.41 | 13.09 | 18.00 | 7.30 |
| Draw Down(%) | NA | 10.13 | 20.52 | 26.43 | NA | NA | NA | … | … | 10.13 | 20.52 | 9.29 | 10.16 | 26.35 | 5.35 | 34.34 | 6.72 | 20.06 | 2.02 |
| Yield(%) | 0.00 | 21.30 | 12.22 | 8.01 | 8.65 | 5.77 | 4.32 | … | … | 0.00 | 21.14 | 7.77 | 2.41 | 0.66 | 3.29 | 0.71 | 1.07 | 6.95 | 3.59 |
Data as of 06/04/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDGX (SUSTAINABLE EQUITY FUND R5 CLASS) |
6.25%
Mar 2022 – Mar 2025 |
9.09%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDGX (SUSTAINABLE EQUITY FUND R5 CLASS) |
27.36%
Dec 2018 – Dec 2021 |
16.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart