Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 5.79% 20.81% 20.16% 12.48% 15.13% NA NA
Data as of 06/10/2026, Common starting date is 12/02/2015
More Performance Analytics Comparison
Name Start Date End Date
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 12/02/2015 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 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -3.86 20.81 20.16 12.48 15.13 NA NA 5.79 17.87 25.45 26.38 -19.59 28.05 19.89 31.61 -4.24 23.25 10.50 -1.46
Sharpe Ratio NA 1.79 1.21 0.61 0.76 NA NA 1.15 0.80 1.70 1.73 -0.87 2.18 0.58 2.32 -0.34 3.16 0.82 -0.87
Standard Deviation(%) NA 12.42 15.09 17.06 18.06 NA NA 14.24 18.92 12.81 13.28 24.24 12.87 34.00 12.96 16.62 7.17 12.53 19.50
Draw Down(%) NA 9.84 18.74 26.13 32.83 NA NA 9.84 18.74 8.45 10.21 26.09 5.57 32.83 7.15 19.19 2.37 10.66 3.87
Yield(%) 0.00 1.05 1.42 0.73 1.92 1.32 0.99 0.23 1.07 1.31 0.51 1.11 1.34 1.56 2.02 1.80 2.03 2.11 0.00
Data as of 06/10/2026, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 5.73%
Mar 2017 – Mar 2020
9.12%
Sep 2017 – Sep 2022
14.04%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYX (SPDR S&P 500 Fossil Fuel Reserves Free ETF) 26.42%
Dec 2018 – Dec 2021
19.23%
Oct 2016 – Oct 2021
15.66%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return