Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDIX (SUSTAINABLE EQUITY FUND INVESTOR CLASS) | 8.29% | 21.70% | 17.20% | 10.62% | 14.35% | 13.45% | 11.09% | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDIX (SUSTAINABLE EQUITY FUND INVESTOR CLASS) | 08/10/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 21.70 | 17.20 | 10.62 | 14.35 | 13.45 | 11.09 | … | … | 8.29 | 11.17 | 19.56 | 24.21 | -19.52 | 29.17 | 19.27 | 33.82 | -4.63 | 25.79 | 8.99 | -1.67 | 14.07 | 31.55 | 15.25 | 4.18 | 13.90 | 22.05 | -35.41 | 14.01 | 20.99 | 6.11 |
| Sharpe Ratio | NA | 1.65 | 0.94 | 0.47 | 0.68 | NA | NA | … | … | 1.29 | 0.43 | 1.22 | 1.59 | -0.85 | 2.10 | 0.53 | 2.47 | -0.33 | 3.49 | 0.66 | -0.11 | 1.23 | 2.88 | 1.19 | 0.18 | 0.76 | 0.83 | -0.92 | 0.71 | 1.78 | 1.43 |
| Standard Deviation(%) | NA | 12.23 | 15.19 | 17.33 | 18.64 | NA | NA | … | … | 14.04 | 19.14 | 13.06 | 13.08 | 24.85 | 13.86 | 35.40 | 13.10 | 18.06 | 7.24 | 13.36 | 15.39 | 11.47 | 10.93 | 12.84 | 23.66 | 18.08 | 26.48 | 39.59 | 15.27 | 9.94 | 9.53 |
| Draw Down(%) | NA | 10.16 | 20.56 | 26.46 | 34.35 | NA | NA | … | … | 10.16 | 20.56 | 9.29 | 10.22 | 26.46 | 5.40 | 34.35 | 6.74 | 20.10 | 2.28 | 11.11 | 12.42 | 7.53 | 5.11 | 10.35 | 18.52 | 15.70 | 26.27 | 46.48 | 9.10 | 9.01 | 4.13 |
| Yield(%) | 0.00 | 21.16 | 12.00 | 7.89 | 9.63 | 11.04 | 9.83 | … | … | 0.00 | 20.98 | 7.54 | 2.17 | 0.50 | 3.55 | 0.48 | 0.83 | 7.57 | 3.56 | 1.29 | 1.05 | 1.38 | 1.44 | 1.48 | 1.22 | 1.20 | 1.47 | 0.98 | 3.63 | 2.35 | 3.31 |
Data as of 06/04/2026, Common starting date is 08/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDIX (SUSTAINABLE EQUITY FUND INVESTOR CLASS) |
-10.53%
Feb 2006 – Feb 2009 |
-0.36%
May 2007 – May 2012 |
6.63%
May 2007 – May 2017 |
7.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDIX (SUSTAINABLE EQUITY FUND INVESTOR CLASS) |
27.27%
Dec 2018 – Dec 2021 |
21.61%
Feb 2009 – Feb 2014 |
16.45%
Dec 2011 – Dec 2021 |
15.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart