Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSCX (Mirova U.S. Sustainable Equity Fund Class C) | NA | 4.33% | 7.99% | -1.75% | 0.61% | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSCX (Mirova U.S. Sustainable Equity Fund Class C) | 03/21/1997 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.33 | 7.99 | -1.75 | 0.61 | NA | NA | … | … | -2.46 | 14.04 | 25.31 | -44.70 | 14.58 | 6.35 | 6.78 | 11.79 | 24.68 | -27.77 | -15.71 | -7.37 | 10.40 | 14.72 | 23.95 |
| Sharpe Ratio | NA | 0.21 | 0.32 | -0.11 | -0.02 | NA | NA | … | … | -0.14 | 0.81 | 1.15 | -1.18 | 0.70 | 0.29 | 0.41 | 0.94 | 1.45 | -1.14 | -0.88 | -0.48 | 0.41 | 0.45 | 1.59 |
| Standard Deviation(%) | NA | 20.67 | 24.55 | 24.56 | 20.92 | NA | NA | … | … | 22.03 | 17.20 | 21.90 | 38.41 | 16.51 | 10.71 | 11.24 | 11.57 | 16.49 | 25.34 | 20.72 | 23.84 | 17.62 | 25.12 | 17.72 |
| Draw Down(%) | NA | 18.84 | 26.84 | 57.20 | 57.20 | NA | NA | … | … | 18.84 | 14.55 | 21.38 | 52.54 | 9.23 | 8.93 | 8.21 | 9.11 | 14.26 | 34.38 | 30.44 | 14.78 | 13.82 | 25.54 | 9.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.86 | 1.08 | 3.41 | 2.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 8.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.49 | 11.53 | 7.02 | 8.52 | 5.85 |
Data as of 10/20/2011, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSCX (Mirova U.S. Sustainable Equity Fund Class C) |
-17.69%
Mar 2000 – Mar 2003 |
-9.23%
Mar 1998 – Mar 2003 |
-5.79%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSCX (Mirova U.S. Sustainable Equity Fund Class C) |
16.86%
Feb 2003 – Feb 2006 |
13.92%
Sep 2002 – Sep 2007 |
3.97%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart