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GCBLX: GREEN CENTURY BALANCED FUND INDIVIDUAL INVESTOR CLASS (MUTUAL FUND)
Basic Info 37.41 0.62(1.63%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 06/22/1992 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.93% |
| Expenses | 1.46% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/22/1992 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 5.7 | 12.4 | 10.2 | 3.9 | 7.2 | 7.4 | 6.2 | 7.0 | 8.6 | 9.7 | 11.8 | -17.6 | 12.0 | 12.2 | 20.9 | -2.1 | 12.8 | 5.4 | -1.4 | 7.2 | 23.7 | 13.3 | -0.1 | 8.7 | 22.4 | -25.9 | 3.1 | 7.7 | 2.5 | 1.5 | 63.5 | -37.1 | -13.6 | 13.9 | 76.4 | -9.9 | 19.1 | 24.9 | 18.3 | -4.3 | -0.5 | 8.1 |
| Sharpe Ratio | NA | 1.16 | 1.2 | 0.73 | 0.12 | 0.48 | NA | NA | 0.35 | 0.52 | 0.73 | 0.92 | -1.12 | 1.18 | 0.57 | 2.61 | -0.34 | 2.64 | 0.49 | -0.13 | 0.8 | 2.67 | 1.34 | -0.01 | 0.74 | 1.44 | -1.17 | -0.01 | 0.58 | 0.02 | 0.04 | 3.64 | -1.57 | -0.52 | 0.28 | 3.57 | -0.71 | 1.2 | 1.91 | 1.97 | -0.98 | -0.4 | 1.96 |
| Draw Down(%) | NA | 6.8 | 6.8 | 13.0 | 24.9 | 24.9 | NA | NA | 64.3 | 11.4 | 4.9 | 9.0 | 21.2 | 4.7 | 22.4 | 3.4 | 11.1 | 1.8 | 9.2 | 10.2 | 6.1 | 5.3 | 7.9 | 13.6 | 10.1 | 15.7 | 33.6 | 6.2 | 6.8 | 11.5 | 20.5 | 8.3 | 47.5 | 40.7 | 30.4 | 9.5 | 39.3 | 11.6 | 13.9 | 4.7 | 7.8 | 5.5 | 4.7 |
| Standard Deviation(%) | NA | 9.7 | 8.2 | 9.5 | 11.5 | 11.7 | NA | NA | 15.1 | 11.1 | 8.3 | 8.9 | 17.1 | 10.1 | 20.9 | 7.4 | 10.4 | 4.6 | 10.5 | 10.7 | 9.0 | 8.8 | 9.9 | 16.6 | 11.7 | 15.5 | 22.9 | 10.2 | 7.4 | 10.1 | 14.0 | 17.2 | 24.3 | 31.6 | 34.3 | 20.5 | 19.0 | 12.8 | 11.0 | 7.2 | 7.5 | 6.5 | 6.9 |
| Treynor Ratio | NA | 0.11 | 0.1 | 0.07 | 0.01 | 0.06 | NA | NA | 0.05 | 0.06 | 0.06 | 0.09 | -0.18 | 0.11 | 0.12 | 0.19 | -0.03 | 0.11 | 0.04 | -0.01 | 0.06 | 0.19 | 0.1 | 0.0 | 0.08 | 0.24 | -0.28 | 0.0 | 0.04 | 0.0 | 0.0 | 0.5 | -0.28 | -0.08 | 0.05 | 0.83 | -0.12 | 0.19 | 0.23 | 0.13 | -0.07 | -0.03 | 0.15 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | -0.02 | 0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.05 | 0.11 | -0.12 | -0.01 | 0.08 | 0.18 | -0.12 | 0.01 | 0.04 | -0.04 | -0.01 | -0.04 | 0.03 |
| Beta | NA | 1.0 | 0.97 | 0.95 | 1.0 | 1.01 | NA | NA | 1.13 | 0.94 | 0.95 | 0.96 | 1.05 | 1.05 | 0.99 | 1.02 | 1.04 | 1.07 | 1.3 | 1.19 | 1.29 | 1.23 | 1.31 | 1.21 | 1.09 | 0.92 | 0.96 | 1.08 | 1.04 | 1.16 | 1.46 | 1.26 | 1.36 | 2.06 | 1.78 | 0.87 | 1.14 | 0.82 | 0.94 | 1.07 | 1.03 | 0.86 | 0.93 |
| RSquared | NA | 0.96 | 0.93 | 0.95 | 0.93 | 0.94 | NA | NA | 0.66 | 0.96 | 0.94 | 0.95 | 0.96 | 0.73 | 0.96 | 0.95 | 0.97 | 0.86 | 0.93 | 0.93 | 0.91 | 0.91 | 0.94 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.86 | 0.57 | 0.54 | 0.47 | 0.61 | 0.66 | 0.55 | 0.23 | 0.5 | 0.43 | 0.45 | 0.64 | 0.91 | 0.66 | 0.12 |
| Yield(%) | N/A | 0.0 | 4.9 | 5.3 | 2.9 | 3.1 | 3.6 | 3.2 | N/A | 5.0 | 7.2 | 3.3 | 0.1 | 0.0 | 0.3 | 2.3 | 2.3 | 1.4 | 2.2 | 2.9 | 5.4 | 0.3 | 0.8 | 0.7 | 1.0 | 1.5 | 1.6 | 1.5 | 0.7 | 0.3 | 0.4 | 1.4 | 1.1 | 0.9 | 18.2 | 1.0 | 6.5 | 11.8 | 14.5 | 1.3 | 0.9 | 0.6 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | -28.1 | 4165.8 | 147.0 | 121.2 | 1.9 | N/A | N/A | -28.1 | 137.2 | 2300.0 | N/A | -100.0 | -86.4 | -3.6 | 74.7 | -32.5 | -26.0 | -45.7 | 1770.1 | -49.6 | 12.7 | -28.5 | -15.4 | -30.4 | 3.3 | 137.7 | 165.1 | -33.8 | -53.2 | -20.6 | 6.7 | -95.4 | 3070.8 | -87.0 | -41.1 | -11.3 | 1203.1 | 33.3 | 60.0 | 22.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/1992
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