Performance Comparison
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) | 3.28% | 0.20% | 13.81% | 11.90% | 11.53% | 13.31% | NA | 11.08% |
Data as of 07/11/2025, AR inception is 08/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFEIX (SUSTAINABLE EQUITY FUND I CLASS) | 08/10/2005 | 07/11/2025 |
| 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 (%) | 0.15 | 0.20 | 13.81 | 11.90 | 11.53 | 13.31 | NA | 11.08 | 3.28 | 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 | 2.55 | 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 07/11/2025, 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