Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NALFX (NEW ALTERNATIVES FUND CLASS A SHARES) | 18.65% | 31.80% | 10.75% | 1.65% | 9.99% | 8.08% | 6.75% | … | … |
Data as of 06/03/2026, Common starting date is 04/28/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NALFX (NEW ALTERNATIVES FUND CLASS A SHARES) | 04/28/1983 | 06/03/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 31.80 | 10.75 | 1.65 | 9.99 | 8.08 | 6.75 | … | … | 18.65 | 28.13 | -6.03 | -2.49 | -18.72 | -8.87 | 61.63 | 36.98 | -6.91 | 21.23 | 6.52 | 0.86 | 2.91 | 30.52 | 3.49 | -7.28 | -7.26 | 36.61 | -44.84 | 33.51 | 33.82 | 8.93 | 13.32 | 23.51 | -29.54 | -12.42 | 51.43 | 8.55 | -10.00 | 11.12 | 13.30 | 19.61 | -5.14 | 1.13 | 3.76 | 18.56 | -9.16 | 24.36 | 21.88 | -7.90 | 20.14 | 21.84 | -2.37 | 2.44 |
| Sharpe Ratio | NA | 2.12 | 0.49 | -0.07 | 0.47 | NA | NA | … | … | 2.78 | 1.59 | -0.59 | -0.34 | -0.91 | -0.51 | 1.84 | 4.24 | -0.75 | 2.37 | 0.38 | 0.04 | 0.22 | 2.28 | 0.21 | -0.27 | -0.34 | 1.34 | -1.13 | 1.71 | 2.14 | 0.69 | 1.08 | 1.83 | -1.34 | -0.58 | 1.53 | 0.59 | -0.86 | 0.79 | 1.19 | 2.35 | -1.04 | -0.17 | 0.17 | 1.30 | -1.09 | 1.50 | 1.58 | -0.48 | 1.10 | 1.14 | -0.64 | -0.36 |
| Standard Deviation(%) | NA | 14.73 | 17.22 | 17.85 | 18.14 | NA | NA | … | … | 18.12 | 15.94 | 16.28 | 18.03 | 22.14 | 17.38 | 33.22 | 8.37 | 11.11 | 8.72 | 16.56 | 18.55 | 13.43 | 13.38 | 16.48 | 27.00 | 21.46 | 27.26 | 40.31 | 17.80 | 14.26 | 9.64 | 11.47 | 12.48 | 22.86 | 26.11 | 30.88 | 8.85 | 15.75 | 9.43 | 8.04 | 6.64 | 7.87 | 6.28 | 7.57 | 11.18 | 13.39 | 12.26 | 10.70 | 25.01 | 14.26 | 14.30 | 14.71 | 7.88 |
| Draw Down(%) | NA | 7.53 | 24.52 | 42.70 | 46.70 | NA | NA | … | … | 7.53 | 12.12 | 15.66 | 26.85 | 26.23 | 18.32 | 34.32 | 3.36 | 10.85 | 6.43 | 13.78 | 27.91 | 17.51 | 7.24 | 18.19 | 27.07 | 25.05 | 27.25 | 57.52 | 13.36 | 17.97 | 8.04 | 8.61 | 11.62 | 40.43 | 35.55 | 22.32 | 10.00 | 30.73 | 6.98 | 10.30 | 5.42 | 12.83 | 6.01 | 8.74 | 5.10 | 17.48 | 7.40 | 5.07 | 30.21 | 6.52 | 7.44 | 15.85 | 4.67 |
| Yield(%) | 0.00 | 1.28 | 2.34 | 1.41 | 4.47 | 3.97 | 3.65 | … | … | 0.00 | 1.47 | 1.89 | 4.15 | 0.93 | 0.62 | 7.53 | 7.20 | 5.75 | 4.85 | 3.86 | 1.67 | 3.05 | 1.55 | 1.83 | 1.07 | 0.83 | 1.14 | 0.32 | 3.05 | 6.25 | 6.06 | 0.55 | 0.86 | 0.71 | 3.66 | 8.74 | 7.43 | 0.99 | 7.27 | 12.07 | 11.13 | 1.07 | 0.96 | 1.16 | 0.00 | 1.57 | 2.07 | 2.21 | 2.20 | 1.53 | 2.00 | 0.88 | 1.19 |
Data as of 06/03/2026, Common starting date is 04/28/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NALFX (NEW ALTERNATIVES FUND CLASS A SHARES) |
-15.26%
Sep 2000 – Sep 2003 |
-9.33%
Jul 2007 – Jul 2012 |
-0.20%
Sep 2000 – Sep 2010 |
1.01%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NALFX (NEW ALTERNATIVES FUND CLASS A SHARES) |
30.47%
Oct 2018 – Oct 2021 |
23.81%
Oct 2002 – Oct 2007 |
13.78%
Sep 2011 – Sep 2021 |
11.77%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison Chart