Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGEX (REYNDERS MCVEIGH CORE EQUITY FUND INSTITUTIONAL SHARES) | 4.14% | 15.53% | 15.46% | 6.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGEX (REYNDERS MCVEIGH CORE EQUITY FUND INSTITUTIONAL SHARES) | 04/01/2019 | 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 (%) | 1.63 | 15.53 | 15.46 | 6.88 | NA | NA | NA | … | … | 4.14 | 18.30 | 14.03 | 18.49 | -23.44 | 18.10 | 46.35 | 12.54 |
| Sharpe Ratio | NA | 0.91 | 0.80 | 0.25 | NA | NA | NA | … | … | 0.38 | 0.86 | 0.74 | 1.07 | -1.02 | 1.20 | 1.54 | 1.20 |
| Standard Deviation(%) | NA | 14.28 | 15.63 | 17.43 | NA | NA | NA | … | … | 16.76 | 17.94 | 14.00 | 13.99 | 24.54 | 15.08 | 29.85 | 12.95 |
| Draw Down(%) | NA | 13.58 | 18.40 | 31.73 | NA | NA | NA | … | … | 13.58 | 18.40 | 7.34 | 15.79 | 30.50 | 10.64 | 28.52 | 7.23 |
| Yield(%) | 0.00 | 5.48 | 3.20 | 2.69 | 2.41 | 1.61 | 1.20 | … | … | 0.00 | 5.84 | 1.79 | 0.57 | 0.72 | 4.76 | 0.09 | 0.14 |
Data as of 06/04/2026, Common starting date is 04/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGEX (REYNDERS MCVEIGH CORE EQUITY FUND INSTITUTIONAL SHARES) |
1.08%
Jan 2021 – Jan 2024 |
5.28%
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 |
|---|---|---|---|---|
| ESGEX (REYNDERS MCVEIGH CORE EQUITY FUND INSTITUTIONAL SHARES) |
19.54%
Sep 2022 – Sep 2025 |
15.47%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart