Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKCAX (Rockefeller Climate Solutions Fund) | 7.96% | 12.24% | 9.53% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKCAX (Rockefeller Climate Solutions Fund) | 07/22/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 12.24 | 9.53 | NA | NA | NA | NA | … | … | 7.96 | 13.40 | 4.02 | 16.21 | -19.40 | 3.17 |
| Sharpe Ratio | NA | 0.68 | 0.42 | NA | NA | NA | NA | … | … | 0.95 | 0.59 | 0.03 | 0.79 | -0.84 | 0.55 |
| Standard Deviation(%) | NA | 15.70 | 16.35 | NA | NA | NA | NA | … | … | 17.92 | 17.99 | 14.32 | 16.07 | 24.98 | 13.08 |
| Draw Down(%) | NA | 10.44 | 19.63 | NA | NA | NA | NA | … | … | 10.44 | 16.70 | 6.90 | 19.63 | 29.39 | 7.86 |
| Yield(%) | 0.00 | 7.59 | 3.76 | 2.19 | 1.09 | 0.73 | 0.55 | … | … | 0.00 | 8.28 | 2.38 | 0.20 | 0.00 | 0.43 |
Data as of 06/08/2026, Common starting date is 07/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKCAX (Rockefeller Climate Solutions Fund) |
-0.86%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| RKCAX (Rockefeller Climate Solutions Fund) |
15.72%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart