Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) | 5.88% | 12.71% | 10.58% | 5.45% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) | 12/01/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 12.71 | 10.58 | 5.45 | NA | NA | NA | … | … | 5.88 | 8.91 | 10.00 | 12.11 | -15.92 | 16.73 | 2.44 |
| Sharpe Ratio | NA | 1.24 | 0.77 | 0.25 | NA | NA | NA | … | … | 1.19 | 0.55 | 0.77 | 0.96 | -1.01 | 1.79 | 6.02 |
| Standard Deviation(%) | NA | 8.16 | 9.48 | 11.37 | NA | NA | NA | … | … | 9.73 | 11.09 | 8.26 | 8.87 | 17.17 | 9.32 | 5.57 |
| Draw Down(%) | NA | 6.78 | 12.93 | 21.71 | NA | NA | NA | … | … | 6.78 | 11.38 | 4.91 | 8.97 | 21.00 | 4.22 | 0.94 |
| Yield(%) | 0.00 | 5.18 | 5.61 | 4.25 | 2.60 | 1.73 | 1.30 | … | … | 0.00 | 5.31 | 7.50 | 3.72 | 1.69 | 4.55 | 3.43 |
Data as of 06/09/2026, Common starting date is 12/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) |
1.22%
Dec 2021 – Dec 2024 |
4.47%
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 |
|---|---|---|---|---|
| GCBUX (Green Century Balanced Fund Institutional Class) |
12.10%
Sep 2022 – Sep 2025 |
6.01%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart