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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AFEIX (SUSTAINABLE EQUITY FUND I CLASS) 3.52% 0.88% 13.90% 11.88% 11.81% 13.33% NA 11.10%
Data as of 07/09/2025, AR inception is 08/10/2005
More Performance Analytics Comparison
Name Start Date End Date
AFEIX (SUSTAINABLE EQUITY FUND I CLASS) 08/10/2005 07/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.42 0.88 13.90 11.88 11.81 13.33 NA 11.10 3.52 13.17 23.36 -19.43 26.32 19.54 34.04 -4.23 26.06 9.19 -1.43 14.23 31.84 15.46 4.47 14.04 22.28 -35.24 14.25 21.17 6.17
Sharpe Ratio NA -0.05 0.62 0.56 0.54 NA NA 0.48 0.20 0.45 1.48 -0.84 1.92 0.54 2.49 -0.31 3.53 0.67 -0.09 1.24 2.92 1.21 0.19 0.77 0.84 -0.91 0.74 1.80 1.45
Standard Deviation(%) NA 21.32 17.85 18.11 19.07 NA NA 19.61 24.79 14.50 13.06 24.84 13.69 35.41 13.11 18.07 7.23 13.35 15.37 11.51 10.89 12.84 23.55 18.03 26.51 39.57 15.31 9.99 9.63
Draw Down(%) NA 24.87 24.87 27.18 34.33 NA NA 52.69 20.51 9.28 10.17 26.35 6.03 34.33 6.72 20.05 2.23 11.09 12.39 7.51 5.10 10.34 18.43 15.62 26.27 46.37 9.09 8.92 4.13
Yield(%) 0.00 0.78 1.07 1.07 2.61 4.16 3.81 4.01 0.00 0.91 1.32 0.60 0.76 0.71 1.07 7.94 3.81 1.51 1.25 1.61 1.69 1.54 1.42 1.42 1.70 1.11 3.86 2.62 3.37
Data as of 07/09/2025, AR inception is 08/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFEIX (SUSTAINABLE EQUITY FUND I CLASS) -10.34%
Feb 2006 - Feb 2009
-0.16%
May 2007 - May 2012
6.84%
May 2007 - May 2017
7.93%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFEIX (SUSTAINABLE EQUITY FUND I CLASS) 26.50%
Dec 2018 - Dec 2021
21.86%
Feb 2009 - Feb 2014
16.63%
Aug 2011 - Aug 2021
15.42%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart