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
ADEIX (proxy-voting-where-does-your-fund-manager-stand-on-esg-issues.aspx) NA 1.24% 12.02% NA NA NA NA
Data as of 10/24/2014, Common starting date is 10/27/2010
More Performance Analytics Comparison
Name Start Date End Date
ADEIX (proxy-voting-where-does-your-fund-manager-stand-on-esg-issues.aspx) 10/27/2010 10/24/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 1.24 12.02 NA NA NA NA 0.26 20.05 24.45 -18.75 5.86
Sharpe Ratio NA 0.14 0.89 NA NA NA NA 0.03 1.94 1.68 -0.74 2.40
Standard Deviation(%) NA 8.54 13.46 NA NA NA NA 8.76 10.31 14.62 25.48 15.63
Draw Down(%) NA 6.39 14.21 NA NA NA NA 6.39 9.59 14.21 28.47 5.60
Yield(%) 0.00 6.21 3.91 2.22 1.11 0.74 0.56 4.54 2.05 2.55 0.80 0.39
Data as of 10/24/2014, Common starting date is 10/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADEIX (proxy-voting-where-does-your-fund-manager-stand-on-esg-issues.aspx) 4.62%
Apr 2011 – Apr 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADEIX (proxy-voting-where-does-your-fund-manager-stand-on-esg-issues.aspx) 15.08%
Sep 2011 – Sep 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return