Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RESGX (Responsible ESG U.S. Equity Portfolio) | 27.67% | 43.08% | 20.39% | 10.20% | 13.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RESGX (Responsible ESG U.S. Equity Portfolio) | 12/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.99 | 43.08 | 20.39 | 10.20 | 13.01 | NA | NA | … | … | 27.67 | 3.56 | 11.70 | 15.59 | -14.71 | 26.58 | 9.58 | 23.56 | -6.42 | 22.82 | 17.74 | -1.38 |
| Sharpe Ratio | NA | 2.68 | 1.08 | 0.42 | 0.59 | NA | NA | … | … | 4.08 | 0.04 | 0.64 | 0.90 | -0.67 | 1.88 | 0.25 | 1.65 | -0.49 | 2.81 | 1.19 | NA |
| Standard Deviation(%) | NA | 14.13 | 15.30 | 17.18 | 18.75 | NA | NA | … | … | 16.26 | 20.13 | 12.64 | 13.33 | 24.03 | 14.11 | 36.64 | 13.38 | 16.09 | 7.91 | 14.74 | NA |
| Draw Down(%) | NA | 7.84 | 20.50 | 23.58 | 37.80 | NA | NA | … | … | 7.84 | 20.50 | 7.22 | 10.38 | 23.58 | 6.84 | 37.80 | 8.63 | 19.28 | 3.19 | 11.13 | NA |
| Yield(%) | 0.00 | 8.04 | 10.30 | 7.98 | 8.79 | 6.10 | 4.57 | … | … | 0.00 | 8.01 | 13.51 | 9.64 | 6.45 | 11.55 | 0.89 | 1.70 | 4.54 | 1.13 | 0.85 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESGX (Responsible ESG U.S. Equity Portfolio) |
-0.15%
Mar 2017 – Mar 2020 |
5.72%
Sep 2017 – Sep 2022 |
11.21%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESGX (Responsible ESG U.S. Equity Portfolio) |
20.17%
May 2023 – May 2026 |
15.98%
Jun 2016 – Jun 2021 |
12.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart