Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFYDX (SUSTAINABLE EQUITY FUND Y CLASS) | 4.07% | 15.76% | 15.61% | 9.98% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFYDX (SUSTAINABLE EQUITY FUND Y CLASS) | 04/17/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 15.76 | 15.61 | 9.98 | NA | NA | NA | … | … | 4.07 | 11.55 | 19.99 | 24.66 | -19.23 | 29.09 | 19.74 | 34.27 | -5.19 | 20.23 |
| Sharpe Ratio | NA | 1.33 | 0.88 | 0.45 | NA | NA | NA | … | … | 0.78 | 0.45 | 1.25 | 1.62 | -0.83 | 2.10 | 0.55 | 2.50 | -0.37 | 3.97 |
| Standard Deviation(%) | NA | 12.55 | 15.24 | 17.37 | NA | NA | NA | … | … | 14.43 | 19.14 | 13.06 | 13.07 | 24.85 | 13.85 | 35.41 | 13.14 | 17.99 | 7.27 |
| Draw Down(%) | NA | 10.10 | 20.50 | 26.33 | NA | NA | NA | … | … | 10.10 | 20.50 | 9.28 | 10.13 | 26.25 | 5.35 | 34.33 | 6.71 | 20.02 | 2.02 |
| Yield(%) | 0.00 | 21.19 | 12.27 | 8.17 | 8.88 | 5.92 | 4.44 | … | … | 0.00 | 21.30 | 7.95 | 2.60 | 0.78 | 3.48 | 0.88 | 1.26 | 7.09 | 3.72 |
Data as of 06/10/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYDX (SUSTAINABLE EQUITY FUND Y CLASS) |
6.41%
Mar 2022 – Mar 2025 |
9.26%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYDX (SUSTAINABLE EQUITY FUND Y CLASS) |
27.56%
Dec 2018 – Dec 2021 |
16.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart