Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCGFX (NEW COVENANT GROWTH FUND NEW COVENANT GROWTH FUND) | 11.08% | 27.45% | 20.96% | 10.72% | 13.18% | 11.80% | 9.10% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCGFX (NEW COVENANT GROWTH FUND NEW COVENANT GROWTH FUND) | 09/28/1999 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 27.45 | 20.96 | 10.72 | 13.18 | 11.80 | 9.10 | … | … | 11.08 | 15.84 | 22.15 | 25.24 | -20.23 | 19.61 | 16.48 | 30.23 | -6.07 | 21.60 | 8.12 | -1.95 | 9.97 | 27.55 | 17.15 | -3.02 | 14.08 | 27.77 | -38.87 | 5.00 | 12.76 | 8.91 | 9.62 | 28.83 | -22.03 | -11.43 | -26.65 | 11.48 |
| Sharpe Ratio | NA | 2.08 | 1.21 | 0.47 | 0.63 | NA | NA | … | … | 1.83 | 0.69 | 1.43 | 1.61 | -0.87 | 1.41 | 0.46 | 2.25 | -0.44 | 3.07 | 0.56 | -0.13 | 0.78 | 2.41 | 1.25 | -0.13 | 0.81 | 1.09 | -1.07 | 0.12 | 0.92 | 0.68 | 0.77 | 1.75 | -0.98 | -0.72 | -1.07 | 3.58 |
| Standard Deviation(%) | NA | 12.32 | 15.11 | 17.37 | 18.49 | NA | NA | … | … | 14.02 | 18.85 | 12.98 | 13.54 | 24.92 | 13.93 | 35.19 | 12.76 | 16.82 | 6.85 | 14.09 | 15.51 | 12.80 | 11.41 | 13.83 | 23.00 | 17.30 | 25.28 | 37.16 | 15.03 | 10.19 | 9.72 | 11.29 | 16.03 | 23.53 | 19.58 | 28.88 | 13.35 |
| Draw Down(%) | NA | 9.31 | 19.44 | 28.50 | 34.28 | NA | NA | … | … | 9.31 | 19.44 | 8.61 | 10.95 | 25.37 | 8.78 | 34.28 | 7.07 | 20.23 | 2.60 | 11.72 | 13.74 | 8.84 | 7.18 | 10.77 | 21.32 | 14.89 | 24.75 | 49.89 | 10.53 | 9.77 | 7.10 | 10.49 | 14.47 | 33.18 | 28.27 | 30.14 | 4.97 |
| Yield(%) | 0.00 | 10.05 | 10.28 | 5.98 | 7.59 | 8.39 | 6.61 | … | … | 0.00 | 10.23 | 11.33 | 8.01 | 0.64 | 0.65 | 1.04 | 6.82 | 7.28 | 7.39 | 0.72 | 7.12 | 19.30 | 6.62 | 1.33 | 0.97 | 0.80 | 1.05 | 0.85 | 6.09 | 0.80 | 0.58 | 0.52 | 0.44 | 0.10 | 0.00 | 0.11 | 0.66 |
Data as of 06/04/2026, Common starting date is 09/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCGFX (NEW COVENANT GROWTH FUND NEW COVENANT GROWTH FUND) |
-22.01%
Mar 2000 – Mar 2003 |
-7.22%
Mar 2000 – Mar 2005 |
-4.22%
Aug 2000 – Aug 2010 |
1.31%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCGFX (NEW COVENANT GROWTH FUND NEW COVENANT GROWTH FUND) |
22.90%
Feb 2009 – Feb 2012 |
20.37%
Feb 2009 – Feb 2014 |
14.32%
Sep 2011 – Sep 2021 |
13.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart