Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDRX (SUSTAINABLE EQUITY FUND R CLASS) | 5.30% | 18.33% | 15.61% | 9.00% | 13.14% | 12.45% | 10.22% | … | … |
Data as of 06/05/2026, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDRX (SUSTAINABLE EQUITY FUND R CLASS) | 08/11/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 18.33 | 15.61 | 9.00 | 13.14 | 12.45 | 10.22 | … | … | 5.30 | 10.62 | 18.97 | 23.61 | -19.99 | 25.37 | 18.70 | 33.14 | -5.62 | 25.20 | 8.44 | -2.17 | 13.46 | 30.90 | 14.73 | 3.68 | 13.16 | 21.57 | -35.76 | 13.46 | 20.32 | 4.83 |
| Sharpe Ratio | NA | 1.25 | 0.81 | 0.37 | 0.62 | NA | NA | … | … | 0.71 | 0.41 | 1.17 | 1.54 | -0.86 | 1.85 | 0.52 | 2.42 | -0.39 | 3.42 | 0.62 | -0.14 | 1.16 | 2.83 | 1.15 | 0.15 | 0.73 | 0.81 | -0.93 | 0.68 | 1.69 | 1.07 |
| Standard Deviation(%) | NA | 12.57 | 15.25 | 17.35 | 18.64 | NA | NA | … | … | 14.45 | 19.13 | 13.06 | 13.07 | 24.87 | 13.67 | 35.38 | 13.10 | 18.01 | 7.20 | 13.34 | 15.38 | 11.55 | 10.92 | 12.87 | 23.63 | 17.99 | 26.57 | 39.50 | 15.27 | 10.02 | 9.56 |
| Draw Down(%) | NA | 10.26 | 20.65 | 27.66 | 34.40 | NA | NA | … | … | 10.26 | 20.64 | 9.31 | 10.32 | 26.73 | 6.12 | 34.40 | 6.78 | 20.21 | 2.29 | 11.12 | 12.46 | 7.59 | 5.20 | 10.44 | 18.70 | 15.74 | 26.38 | 46.72 | 9.13 | 9.03 | 4.22 |
| Yield(%) | 0.00 | 21.03 | 11.55 | 6.91 | 8.26 | 9.31 | 8.24 | … | … | 0.00 | 20.75 | 7.00 | 1.57 | 0.04 | 0.00 | 0.00 | 0.84 | 6.65 | 2.95 | 0.74 | 0.57 | 0.84 | 0.82 | 1.32 | 0.73 | 0.65 | 0.88 | 0.67 | 3.08 | 1.68 | 3.14 |
Data as of 06/05/2026, Common starting date is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDRX (SUSTAINABLE EQUITY FUND R CLASS) |
-10.98%
Feb 2006 – Feb 2009 |
-0.86%
May 2007 – May 2012 |
6.09%
May 2007 – May 2017 |
7.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDRX (SUSTAINABLE EQUITY FUND R CLASS) |
25.60%
Dec 2018 – Dec 2021 |
20.99%
Feb 2009 – Feb 2014 |
15.73%
Aug 2011 – Aug 2021 |
14.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart