Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEOFX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INVESTOR CLASS) | 15.54% | 36.11% | 9.10% | 1.41% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEOFX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INVESTOR CLASS) | 09/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.69 | 36.11 | 9.10 | 1.41 | NA | NA | NA | … | … | 15.54 | 25.84 | 1.32 | -1.53 | -27.89 | 4.18 | 60.09 | 25.43 | -15.79 | 3.30 |
| Sharpe Ratio | NA | 1.96 | 0.44 | 0.01 | NA | NA | NA | … | … | 2.33 | 1.00 | -0.27 | -0.26 | -0.86 | 0.16 | 1.62 | 1.63 | -0.99 | 1.07 |
| Standard Deviation(%) | NA | 22.78 | 22.23 | 25.02 | NA | NA | NA | … | … | 25.68 | 23.37 | 19.79 | 22.40 | 34.09 | 26.55 | 36.74 | 14.76 | 17.43 | 9.19 |
| Draw Down(%) | NA | 13.49 | 31.32 | 50.17 | NA | NA | NA | … | … | 13.49 | 24.06 | 12.52 | 31.32 | 33.53 | 22.43 | 37.27 | 9.04 | 25.09 | 5.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.30 | 1.49 | 0.99 | 0.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 6.92 | 2.57 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEOFX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INVESTOR CLASS) |
-12.03%
Oct 2021 – Oct 2024 |
-1.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEOFX (ESSEX ENVIRONMENTAL OPPORTUNITIES FUND INVESTOR CLASS) |
32.14%
Oct 2018 – Oct 2021 |
9.96%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart