Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 7.68% 24.93% 21.49% 12.94% 15.26% NA NA
Data as of 06/05/2026, Common starting date is 12/02/2015
More Performance Analytics Comparison
Name Start Date End Date
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 12/02/2015 06/05/2026
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 (%) -2.60 24.93 21.49 12.94 15.26 NA NA 7.68 17.87 25.45 26.38 -19.59 28.05 19.89 31.61 -4.24 23.25 10.50 -1.46
Sharpe Ratio NA 2.16 1.33 0.65 0.78 NA NA 1.82 0.80 1.70 1.73 -0.87 2.18 0.58 2.32 -0.34 3.16 0.82 -0.87
Standard Deviation(%) NA 12.12 15.03 17.03 18.05 NA NA 13.88 18.92 12.81 13.28 24.24 12.87 34.00 12.96 16.62 7.17 12.53 19.50
Draw Down(%) NA 9.84 18.74 26.13 32.83 NA NA 9.84 18.74 8.45 10.21 26.09 5.57 32.83 7.15 19.19 2.37 10.66 3.87
Yield(%) 0.00 1.07 1.45 0.73 1.91 1.32 0.99 0.23 1.07 1.31 0.51 1.11 1.34 1.56 2.02 1.80 2.03 2.11 0.00
Data as of 06/05/2026, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 5.73%
Mar 2017 – Mar 2020
9.12%
Sep 2017 – Sep 2022
14.04%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 26.42%
Dec 2018 – Dec 2021
19.23%
Oct 2016 – Oct 2021
15.66%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return