Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIAGX (Nia Impact Solutions Fund) | 4.04% | 8.95% | 12.09% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIAGX (Nia Impact Solutions Fund) | 05/10/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 8.95 | 12.09 | NA | NA | NA | NA | … | … | 4.04 | 16.25 | 10.89 | 13.14 | -1.75 |
| Sharpe Ratio | NA | 0.57 | 0.63 | NA | NA | NA | NA | … | … | 0.72 | 0.70 | 0.54 | 0.65 | -0.20 |
| Standard Deviation(%) | NA | 16.27 | 16.30 | NA | NA | NA | NA | … | … | 17.81 | 19.31 | 13.54 | 14.80 | 24.08 |
| Draw Down(%) | NA | 13.32 | 18.04 | NA | NA | NA | NA | … | … | 10.42 | 18.04 | 7.48 | 14.39 | 19.20 |
| Yield(%) | 0.00 | 0.27 | 0.53 | 0.38 | 0.19 | 0.13 | 0.10 | … | … | 0.00 | 0.30 | 0.66 | 0.59 | 0.25 |
Data as of 06/10/2026, Common starting date is 05/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIAGX (Nia Impact Solutions Fund) |
8.59%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIAGX (Nia Impact Solutions Fund) |
15.86%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart