Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKCIX (Rockefeller Climate Solutions Fund – Institutional Class Shares) | 8.12% | 12.51% | 9.80% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKCIX (Rockefeller Climate Solutions Fund – Institutional Class Shares) | 07/21/2021 | 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 (%) | -1.50 | 12.51 | 9.80 | NA | NA | NA | NA | … | … | 8.12 | 13.59 | 4.34 | 16.46 | -19.17 | 3.63 |
| Sharpe Ratio | NA | 0.69 | 0.44 | NA | NA | NA | NA | … | … | 0.98 | 0.60 | 0.05 | 0.80 | -0.83 | 0.63 |
| Standard Deviation(%) | NA | 15.73 | 16.34 | NA | NA | NA | NA | … | … | 17.87 | 18.04 | 14.24 | 16.11 | 24.90 | 13.01 |
| Draw Down(%) | NA | 10.48 | 19.55 | NA | NA | NA | NA | … | … | 10.48 | 16.75 | 6.76 | 19.55 | 29.26 | 7.83 |
| Yield(%) | 0.00 | 7.59 | 3.92 | 2.31 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 8.29 | 2.60 | 0.48 | 0.11 | 0.43 |
Data as of 06/08/2026, Common starting date is 07/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKCIX (Rockefeller Climate Solutions Fund – Institutional Class Shares) |
-0.60%
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 |
|---|---|---|---|---|
| RKCIX (Rockefeller Climate Solutions Fund – Institutional Class Shares) |
16.01%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart