Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGCX (Mirova Global Sustainable Equity Fund Cl) | -1.86% | 5.69% | 10.34% | 4.78% | 10.32% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGCX (Mirova Global Sustainable Equity Fund Cl) | 04/01/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 5.69 | 10.34 | 4.78 | 10.32 | NA | NA | … | … | -1.86 | 14.37 | 12.01 | 17.41 | -23.13 | 16.86 | 31.09 | 31.66 | -7.21 | 29.40 | -1.29 |
| Sharpe Ratio | NA | 0.33 | 0.52 | 0.12 | 0.51 | NA | NA | … | … | -0.46 | 0.71 | 0.67 | 0.99 | -0.95 | 1.25 | 1.06 | 2.54 | -0.54 | 3.91 | -0.14 |
| Standard Deviation(%) | NA | 12.08 | 14.11 | 17.09 | 17.24 | NA | NA | … | … | 13.93 | 16.35 | 12.48 | 14.01 | 26.00 | 13.52 | 29.05 | 11.90 | 15.83 | 7.38 | 13.99 |
| Draw Down(%) | NA | 11.70 | 17.05 | 35.44 | 35.44 | NA | NA | … | … | 11.70 | 16.08 | 7.19 | 13.89 | 33.91 | 6.96 | 28.56 | 5.75 | 18.11 | 2.28 | 8.58 |
| Yield(%) | 0.00 | 2.60 | 2.58 | 4.24 | 5.27 | 3.57 | 2.68 | … | … | 0.00 | 4.80 | 1.97 | 0.07 | 3.56 | 13.11 | 0.70 | 2.00 | 3.73 | 1.17 | 0.11 |
Data as of 06/03/2026, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGCX (Mirova Global Sustainable Equity Fund Cl) |
0.36%
Dec 2021 – Dec 2024 |
4.41%
Apr 2021 – Apr 2026 |
10.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGCX (Mirova Global Sustainable Equity Fund Cl) |
26.35%
Dec 2018 – Dec 2021 |
19.35%
Dec 2016 – Dec 2021 |
10.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart