Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PORTX (PORTFOLIO 21 GLOBAL EQUITY FUND RETAIL CLASS) | 5.34% | 14.94% | 12.60% | 5.25% | 10.38% | 8.84% | 7.58% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PORTX (PORTFOLIO 21 GLOBAL EQUITY FUND RETAIL CLASS) | 12/13/2000 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 14.94 | 12.60 | 5.25 | 10.38 | 8.84 | 7.58 | … | … | 5.34 | 17.12 | 7.67 | 19.02 | -23.56 | 19.03 | 22.41 | 28.20 | -7.24 | 27.89 | 3.73 | 1.85 | 1.09 | 22.16 | 15.17 | -8.03 | 9.39 | 31.19 | -35.53 | 10.41 | 24.38 | 6.01 | 15.86 | 32.18 | -18.98 | -5.10 | -1.94 |
| Sharpe Ratio | NA | 1.03 | 0.70 | 0.17 | 0.52 | NA | NA | … | … | 0.73 | 0.92 | 0.36 | 1.21 | -1.04 | 1.41 | 0.72 | 2.40 | -0.60 | 4.16 | 0.24 | 0.13 | 0.05 | 2.01 | 1.09 | -0.34 | 0.52 | 1.26 | -1.02 | 0.44 | 1.59 | 0.42 | 1.36 | 2.31 | -1.00 | -0.34 | -1.44 |
| Standard Deviation(%) | NA | 11.92 | 13.33 | 16.10 | 16.74 | NA | NA | … | … | 14.17 | 15.51 | 11.35 | 12.80 | 24.17 | 13.45 | 30.69 | 11.12 | 14.31 | 6.58 | 14.52 | 14.43 | 21.27 | 11.00 | 14.03 | 23.64 | 17.92 | 24.73 | 35.84 | 16.73 | 13.21 | 8.88 | 10.95 | 13.62 | 20.18 | 22.55 | 27.97 |
| Draw Down(%) | NA | 10.87 | 15.76 | 33.08 | 33.08 | NA | NA | … | … | 10.87 | 15.30 | 8.24 | 14.07 | 30.96 | 7.41 | 31.34 | 6.37 | 17.28 | 1.63 | 10.56 | 12.51 | 13.88 | 8.16 | 13.26 | 21.82 | 14.48 | 24.10 | 47.59 | 10.69 | 13.99 | 7.60 | 13.08 | 14.25 | 33.49 | 29.16 | 6.54 |
| Yield(%) | 0.00 | 14.94 | 11.26 | 6.50 | 7.43 | 6.77 | 6.10 | … | … | 0.00 | 16.06 | 12.24 | 6.54 | 2.92 | 0.04 | 0.14 | 2.91 | 3.96 | 3.06 | 4.71 | 5.66 | 11.18 | 0.56 | 1.10 | 0.73 | 0.64 | 0.70 | 1.10 | 1.03 | 2.27 | 0.84 | 0.46 | 0.24 | 0.14 | 0.61 | 0.07 |
Data as of 06/05/2026, Common starting date is 12/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORTX (PORTFOLIO 21 GLOBAL EQUITY FUND RETAIL CLASS) |
-11.01%
Feb 2006 – Feb 2009 |
-3.92%
May 2007 – May 2012 |
3.51%
Dec 2006 – Dec 2016 |
4.31%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORTX (PORTFOLIO 21 GLOBAL EQUITY FUND RETAIL CLASS) |
23.94%
Mar 2003 – Mar 2006 |
20.48%
Sep 2002 – Sep 2007 |
12.86%
Sep 2011 – Sep 2021 |
11.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart