Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) | 4.61% | 5.90% | 7.09% | NA | NA | NA | NA | 6.72% |
Data as of 07/29/2025, AR inception is 12/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) | 12/01/2020 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 5.90 | 7.09 | NA | NA | NA | NA | 6.72 | 4.61 | 10.00 | 12.11 | -15.92 | 16.73 | 2.44 |
| Sharpe Ratio | NA | 0.33 | 0.45 | NA | NA | NA | NA | 0.31 | 0.43 | 0.77 | 0.96 | -1.01 | 1.79 | 6.02 |
| Standard Deviation(%) | NA | 11.66 | 11.23 | NA | NA | NA | NA | 11.68 | 13.50 | 8.26 | 8.87 | 17.17 | 9.32 | 5.57 |
| Draw Down(%) | NA | 12.93 | 13.41 | NA | NA | NA | NA | 21.71 | 11.38 | 4.91 | 8.97 | 21.00 | 4.22 | 0.94 |
| Yield(%) | 0.00 | 6.54 | 4.29 | 4.11 | 2.06 | 1.37 | 1.03 | 5.14 | 0.00 | 7.50 | 3.72 | 1.69 | 4.55 | 3.43 |
Data as of 07/29/2025, AR inception is 12/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) |
1.22%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) |
9.40%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart