Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAEFX (NEW ALTERNATIVES FUND INVESTOR SHARES) | 15.34% | 27.27% | 9.29% | 2.09% | 10.19% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAEFX (NEW ALTERNATIVES FUND INVESTOR SHARES) | 01/05/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | 27.27 | 9.29 | 2.09 | 10.19 | NA | NA | … | … | 15.34 | 27.81 | -6.26 | -2.74 | -16.08 | -5.02 | 61.33 | 36.68 | -7.13 | 20.91 | 6.31 | 1.07 |
| Sharpe Ratio | NA | 1.72 | 0.37 | -0.01 | 0.48 | NA | NA | … | … | 2.11 | 1.57 | -0.61 | -0.36 | -0.79 | -0.30 | 1.83 | 4.21 | -0.77 | 2.33 | 0.36 | 0.06 |
| Standard Deviation(%) | NA | 14.96 | 17.23 | 17.75 | 18.10 | NA | NA | … | … | 18.20 | 15.93 | 16.23 | 18.04 | 22.14 | 16.87 | 33.23 | 8.37 | 11.13 | 8.73 | 16.74 | 18.42 |
| Draw Down(%) | NA | 7.54 | 24.57 | 38.35 | 42.74 | NA | NA | … | … | 7.54 | 12.13 | 15.72 | 26.98 | 26.38 | 18.36 | 34.35 | 3.37 | 11.05 | 6.48 | 13.82 | 27.97 |
| Yield(%) | 0.00 | 1.02 | 2.07 | 2.54 | 5.42 | 3.95 | 2.96 | … | … | 0.00 | 1.17 | 1.63 | 3.85 | 3.52 | 4.36 | 7.56 | 6.95 | 5.54 | 4.63 | 3.68 | 1.59 |
Data as of 06/09/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAEFX (NEW ALTERNATIVES FUND INVESTOR SHARES) |
-10.67%
Jan 2021 – Jan 2024 |
-1.47%
Dec 2020 – Dec 2025 |
5.89%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAEFX (NEW ALTERNATIVES FUND INVESTOR SHARES) |
30.19%
Oct 2018 – Oct 2021 |
22.79%
Jan 2016 – Jan 2021 |
11.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart