Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCBLX (GREEN CENTURY BALANCED FUND INDIVIDUAL INVESTOR CLASS) | 4.13% | 4.10% | 6.20% | 4.56% | 5.45% | 7.54% | 5.56% | 6.85% |
Data as of 07/21/2025, AR inception is 06/22/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCBLX (GREEN CENTURY BALANCED FUND INDIVIDUAL INVESTOR CLASS) | 06/22/1992 | 07/21/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 4.10 | 6.20 | 4.56 | 5.45 | 7.54 | 5.56 | 6.85 | 4.13 | 2.75 | 9.01 | -17.64 | 11.96 | 12.16 | 20.90 | -2.14 | 12.78 | 5.39 | -1.37 | 7.18 | 23.67 | 13.29 | -0.08 | 8.74 | 22.44 | -25.93 | 3.09 | 7.75 | 2.49 | 1.54 | 63.48 | -37.06 | -13.62 | 13.89 | 76.39 | -9.93 | 19.09 | 24.91 | 18.26 | -4.28 | -0.47 | 8.13 |
| Sharpe Ratio | NA | 0.10 | 0.34 | 0.22 | 0.33 | NA | NA | 0.33 | 0.33 | -0.35 | 0.52 | -1.12 | 1.18 | 0.57 | 2.62 | -0.33 | 2.64 | 0.49 | -0.13 | 0.80 | 2.67 | 1.34 | -0.01 | 0.74 | 1.44 | -1.17 | 0.01 | 0.60 | 0.03 | 0.04 | 3.64 | -1.57 | -0.51 | 0.29 | 3.58 | -0.70 | 1.21 | 1.92 | 1.99 | -0.96 | -0.39 | 1.97 |
| Standard Deviation(%) | NA | 11.75 | 11.36 | 11.92 | 12.06 | NA | NA | 15.26 | 13.67 | 10.88 | 9.25 | 17.12 | 10.14 | 20.87 | 7.44 | 10.38 | 4.62 | 10.51 | 10.68 | 9.01 | 8.85 | 9.93 | 16.59 | 11.73 | 15.48 | 22.89 | 10.20 | 7.44 | 10.10 | 13.97 | 17.25 | 24.29 | 31.64 | 34.30 | 20.46 | 18.96 | 12.79 | 11.03 | 7.24 | 7.50 | 6.51 | 6.94 |
| Draw Down(%) | NA | 13.03 | 13.44 | 24.88 | 24.88 | NA | NA | 64.31 | 11.44 | 10.01 | 9.03 | 21.18 | 4.70 | 22.38 | 3.38 | 11.06 | 1.83 | 9.17 | 10.16 | 6.14 | 5.34 | 7.88 | 13.65 | 10.14 | 15.71 | 33.64 | 6.23 | 6.77 | 11.52 | 20.54 | 8.26 | 47.45 | 40.72 | 30.36 | 9.55 | 39.31 | 11.64 | 13.94 | 4.69 | 7.77 | 5.51 | 4.69 |
| Yield(%) | 0.00 | 6.36 | 2.70 | 1.71 | 2.14 | 3.03 | 2.41 | 5.17 | 0.00 | 7.21 | 0.52 | 0.11 | 0.00 | 0.26 | 2.28 | 2.25 | 1.43 | 2.23 | 2.86 | 5.39 | 0.35 | 0.78 | 0.69 | 1.03 | 1.46 | 1.57 | 1.52 | 0.68 | 0.27 | 0.40 | 1.39 | 1.11 | 0.93 | 18.16 | 1.00 | 6.46 | 11.82 | 14.45 | 1.31 | 0.93 | 0.57 | 0.50 |
Data as of 07/21/2025, AR inception is 06/22/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCBLX (GREEN CENTURY BALANCED FUND INDIVIDUAL INVESTOR CLASS) |
-24.41%
Feb 2000 - Feb 2003 |
-6.51%
Mar 2000 - Mar 2005 |
-2.97%
Aug 2000 - Aug 2010 |
1.06%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCBLX (GREEN CENTURY BALANCED FUND INDIVIDUAL INVESTOR CLASS) |
40.96%
Mar 1997 - Mar 2000 |
30.04%
Feb 1995 - Feb 2000 |
11.13%
Dec 1994 - Dec 2004 |
8.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart