Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGNX (Mirova Global Sustainable Equity Fund Cl) | -3.03% | 4.71% | 10.89% | 5.27% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGNX (Mirova Global Sustainable Equity Fund Cl) | 05/02/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 4.71 | 10.89 | 5.27 | NA | NA | NA | … | … | -3.03 | 13.74 | 13.17 | 18.71 | -22.35 | 18.18 | 32.46 | 33.05 | -6.26 | 14.30 |
| Sharpe Ratio | NA | 0.17 | 0.54 | 0.16 | NA | NA | NA | … | … | -0.66 | 0.67 | 0.76 | 1.08 | -0.92 | 1.34 | 1.10 | 2.67 | -0.48 | 2.85 |
| Standard Deviation(%) | NA | 12.48 | 14.18 | 17.14 | NA | NA | NA | … | … | 14.39 | 16.58 | 12.52 | 14.05 | 25.99 | 13.52 | 29.06 | 11.81 | 15.91 | 7.53 |
| Draw Down(%) | NA | 11.49 | 16.66 | 34.82 | NA | NA | NA | … | … | 11.49 | 15.99 | 7.14 | 13.68 | 33.40 | 6.92 | 28.45 | 5.59 | 17.44 | 2.24 |
| Yield(%) | 0.00 | 2.86 | 2.99 | 4.44 | 5.24 | 3.49 | 2.62 | … | … | 0.00 | 4.95 | 2.32 | 0.79 | 3.97 | 12.82 | 0.74 | 2.46 | 3.96 | 1.34 |
Data as of 06/05/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGNX (Mirova Global Sustainable Equity Fund Cl) |
1.42%
Dec 2021 – Dec 2024 |
5.54%
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 |
|---|---|---|---|---|
| ESGNX (Mirova Global Sustainable Equity Fund Cl) |
27.71%
Dec 2018 – Dec 2021 |
13.93%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart