Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFEGX (SUSTAINABLE EQUITY FUND G CLASS) | 8.67% | 22.68% | 18.13% | 11.42% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFEGX (SUSTAINABLE EQUITY FUND G CLASS) | 04/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 22.68 | 18.13 | 11.42 | NA | NA | NA | … | … | 8.67 | 12.05 | 20.51 | 25.20 | -18.86 | 29.69 | 20.24 | 15.96 |
| Sharpe Ratio | NA | 1.72 | 1.00 | 0.52 | NA | NA | NA | … | … | 1.35 | 0.48 | 1.29 | 1.66 | -0.82 | 2.14 | 0.56 | 1.66 |
| Standard Deviation(%) | NA | 12.23 | 15.21 | 17.35 | NA | NA | NA | … | … | 14.06 | 19.15 | 13.06 | 13.10 | 24.86 | 13.84 | 35.36 | 12.87 |
| Draw Down(%) | NA | 10.04 | 20.43 | 26.09 | NA | NA | NA | … | … | 10.04 | 20.43 | 9.25 | 10.05 | 26.03 | 5.31 | 34.31 | 6.68 |
| Yield(%) | 0.00 | 21.87 | 12.92 | 8.67 | 6.94 | 4.63 | 3.47 | … | … | 0.00 | 21.76 | 8.48 | 3.14 | 1.13 | 4.03 | 1.39 | 1.37 |
Data as of 06/04/2026, Common starting date is 04/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFEGX (SUSTAINABLE EQUITY FUND G CLASS) |
6.88%
Mar 2022 – Mar 2025 |
9.74%
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 |
|---|---|---|---|---|
| AFEGX (SUSTAINABLE EQUITY FUND G CLASS) |
21.98%
Sep 2022 – Sep 2025 |
16.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart