Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEOSX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 30.08% | 56.44% | 15.28% | 4.13% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEOSX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 09/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 56.44 | 15.28 | 4.13 | NA | NA | NA | … | … | 30.08 | 23.79 | 1.60 | -1.28 | -27.69 | 11.09 | 63.18 | 25.83 | -15.60 | 3.30 |
| Sharpe Ratio | NA | 2.53 | 0.57 | 0.08 | NA | NA | NA | … | … | 3.59 | 0.91 | -0.10 | -0.22 | -0.86 | 0.43 | 1.70 | 1.65 | -0.98 | 1.07 |
| Standard Deviation(%) | NA | 21.93 | 22.01 | 24.88 | NA | NA | NA | … | … | 24.36 | 23.16 | 19.85 | 22.30 | 34.11 | 25.62 | 36.79 | 14.75 | 17.40 | 9.21 |
| Draw Down(%) | NA | 13.47 | 31.30 | 49.98 | NA | NA | NA | … | … | 13.47 | 23.96 | 12.51 | 31.30 | 33.48 | 17.52 | 37.30 | 9.01 | 24.91 | 5.72 |
| Yield(%) | 0.00 | 0.08 | 0.03 | 1.31 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 0.08 | 0.00 | 0.00 | 0.01 | 6.87 | 2.55 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEOSX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-11.83%
Oct 2021 – Oct 2024 |
-1.01%
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 |
|---|---|---|---|---|
| GEOSX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
32.46%
Oct 2018 – Oct 2021 |
10.24%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart