Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSYX (Mirova U.S. Sustainable Equity Fund Class Y) | NA | 5.31% | 9.04% | -0.79% | 1.62% | 3.37% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSYX (Mirova U.S. Sustainable Equity Fund Class Y) | 06/21/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.31 | 9.04 | -0.79 | 1.62 | 3.37 | NA | … | … | -1.76 | 15.17 | 26.64 | -44.19 | 15.78 | 7.36 | 7.88 | 13.01 | 25.78 | -26.99 | -14.87 | -6.46 | 11.55 | 24.93 | 30.37 | 10.98 |
| Sharpe Ratio | NA | 0.26 | 0.37 | -0.07 | 0.02 | NA | NA | … | … | -0.10 | 0.87 | 1.21 | -1.17 | 0.78 | 0.38 | 0.51 | 1.04 | 1.53 | -1.11 | -0.84 | -0.44 | 0.47 | 0.95 | -1.49 | 1.48 |
| Standard Deviation(%) | NA | 20.59 | 24.54 | 24.54 | 20.91 | NA | NA | … | … | 21.95 | 17.29 | 21.89 | 38.37 | 16.48 | 10.65 | 11.17 | 11.57 | 16.41 | 25.37 | 20.72 | 23.77 | 17.57 | 22.76 | 16.64 | 12.37 |
| Draw Down(%) | NA | 18.61 | 26.66 | 56.63 | 56.63 | NA | NA | … | … | 18.61 | 14.38 | 21.23 | 52.17 | 9.15 | 8.70 | 8.10 | 8.78 | 14.11 | 34.04 | 30.02 | 14.50 | 13.58 | 25.39 | 9.50 | 7.66 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 1.67 | 1.02 | 4.37 | 3.57 | … | … | 0.00 | 0.00 | 0.50 | 0.00 | 7.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.20 | 10.79 | 6.67 | 16.49 | 6.15 | 5.35 |
Data as of 10/20/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSYX (Mirova U.S. Sustainable Equity Fund Class Y) |
-16.88%
Mar 2000 – Mar 2003 |
-6.94%
Mar 1998 – Mar 2003 |
-4.84%
Feb 1999 – Feb 2009 |
3.48%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSYX (Mirova U.S. Sustainable Equity Fund Class Y) |
25.08%
Jul 1996 – Jul 1999 |
15.06%
Sep 2002 – Sep 2007 |
6.02%
Jul 1996 – Jul 2006 |
4.60%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart