Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGYX (Mirova Global Sustainable Equity Fund Cl) | -0.59% | 7.40% | 11.76% | 5.75% | 11.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGYX (Mirova Global Sustainable Equity Fund Cl) | 04/01/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 7.40 | 11.76 | 5.75 | 11.47 | NA | NA | … | … | -0.59 | 13.74 | 13.08 | 18.63 | -22.36 | 18.06 | 32.43 | 33.00 | -6.32 | 30.75 | -0.60 |
| Sharpe Ratio | NA | 0.43 | 0.60 | 0.18 | 0.57 | NA | NA | … | … | -0.37 | 0.67 | 0.76 | 1.07 | -0.92 | 1.33 | 1.10 | 2.66 | -0.49 | 4.06 | -0.07 |
| Standard Deviation(%) | NA | 12.14 | 14.13 | 17.12 | 17.27 | NA | NA | … | … | 13.99 | 16.57 | 12.50 | 14.10 | 26.01 | 13.56 | 29.06 | 11.85 | 15.89 | 7.44 | 14.04 |
| Draw Down(%) | NA | 11.49 | 16.68 | 34.88 | 34.88 | NA | NA | … | … | 11.49 | 15.99 | 7.14 | 13.68 | 33.42 | 6.88 | 28.45 | 5.59 | 17.41 | 2.25 | 8.56 |
| Yield(%) | 0.00 | 2.80 | 2.92 | 4.39 | 5.76 | 3.92 | 2.94 | … | … | 0.00 | 4.89 | 2.24 | 0.71 | 3.93 | 12.76 | 0.71 | 2.41 | 3.91 | 1.47 | 0.20 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ESGYX (Mirova Global Sustainable Equity Fund Cl) |
1.37%
Dec 2021 – Dec 2024 |
5.48%
Mar 2021 – Mar 2026 |
11.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGYX (Mirova Global Sustainable Equity Fund Cl) |
27.64%
Dec 2018 – Dec 2021 |
20.56%
Dec 2016 – Dec 2021 |
11.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart