Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PORIX (PORTFOLIO 21 GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 7.90% | 17.84% | 13.74% | 6.12% | 10.97% | 9.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PORIX (PORTFOLIO 21 GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 04/04/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 17.84 | 13.74 | 6.12 | 10.97 | 9.22 | NA | … | … | 7.90 | 17.39 | 7.92 | 19.33 | -23.06 | 19.36 | 22.74 | 28.56 | -7.01 | 28.25 | 3.96 | 2.13 | -0.16 | 22.52 | 15.51 | -7.79 | 9.73 | 31.56 | -35.33 | 3.77 |
| Sharpe Ratio | NA | 1.38 | 0.80 | 0.23 | 0.56 | NA | NA | … | … | 1.21 | 0.94 | 0.38 | 1.23 | -1.02 | 1.44 | 0.73 | 2.44 | -0.59 | 4.23 | 0.26 | 0.15 | -0.02 | 2.05 | 1.11 | -0.33 | 0.54 | 1.27 | -1.01 | 0.12 |
| Standard Deviation(%) | NA | 11.65 | 13.26 | 16.07 | 16.72 | NA | NA | … | … | 13.91 | 15.49 | 11.26 | 12.81 | 24.21 | 13.45 | 30.65 | 11.11 | 14.33 | 6.56 | 14.53 | 14.44 | 11.01 | 10.99 | 14.05 | 23.61 | 17.90 | 24.71 | 35.86 | 17.62 |
| Draw Down(%) | NA | 10.85 | 15.65 | 32.91 | 32.91 | NA | NA | … | … | 10.85 | 15.26 | 8.22 | 14.03 | 30.81 | 7.40 | 31.31 | 6.35 | 17.07 | 1.61 | 10.54 | 12.43 | 10.18 | 8.12 | 13.23 | 21.73 | 14.48 | 24.04 | 47.45 | 10.66 |
| Yield(%) | 0.00 | 15.27 | 11.56 | 6.84 | 7.89 | 7.20 | 5.37 | … | … | 0.00 | 16.44 | 12.51 | 6.88 | 3.45 | 0.36 | 0.45 | 3.25 | 4.26 | 3.55 | 4.98 | 5.98 | 11.64 | 0.73 | 1.42 | 1.02 | 0.92 | 1.00 | 1.46 | 1.24 |
Data as of 06/04/2026, Common starting date is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORIX (PORTFOLIO 21 GLOBAL EQUITY FUND INSTITUTIONAL CLASS) |
-8.53%
Jun 2007 – Jun 2010 |
-3.64%
May 2007 – May 2012 |
3.70%
May 2007 – May 2017 |
4.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORIX (PORTFOLIO 21 GLOBAL EQUITY FUND INSTITUTIONAL CLASS) |
23.50%
Dec 2018 – Dec 2021 |
17.97%
Oct 2016 – Oct 2021 |
13.00%
Sep 2011 – Sep 2021 |
11.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart