Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSAX (Mirova U.S. Sustainable Equity Fund Class A) | NA | 5.06% | 8.76% | -1.04% | 1.35% | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSAX (Mirova U.S. Sustainable Equity Fund Class A) | 03/21/1997 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.06 | 8.76 | -1.04 | 1.35 | NA | NA | … | … | -1.98 | 14.95 | 26.30 | -44.31 | 15.50 | 7.06 | 7.60 | 12.73 | 25.58 | -27.32 | -15.08 | -6.81 | 11.08 | 24.81 | 24.71 |
| Sharpe Ratio | NA | 0.25 | 0.36 | -0.08 | 0.01 | NA | NA | … | … | -0.11 | 0.86 | 1.20 | -1.17 | 0.76 | 0.36 | 0.48 | 1.03 | 1.51 | -1.12 | -0.85 | -0.46 | 0.45 | 0.94 | 1.64 |
| Standard Deviation(%) | NA | 20.30 | 24.28 | 24.25 | 20.64 | NA | NA | … | … | 21.92 | 17.27 | 21.78 | 38.43 | 16.53 | 10.69 | 11.22 | 11.49 | 16.47 | 25.33 | 20.75 | 23.82 | 17.62 | 22.79 | 17.72 |
| Draw Down(%) | NA | 18.64 | 26.67 | 56.75 | 56.75 | NA | NA | … | … | 18.64 | 14.43 | 21.26 | 52.21 | 9.19 | 8.78 | 8.12 | 8.77 | 14.15 | 34.15 | 30.07 | 14.63 | 13.67 | 25.39 | 9.53 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 1.69 | 1.02 | 4.00 | 3.00 | … | … | 0.00 | 0.00 | 0.20 | 0.00 | 8.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.27 | 10.96 | 6.74 | 16.52 | 5.79 |
Data as of 10/20/2011, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSAX (Mirova U.S. Sustainable Equity Fund Class A) |
-17.11%
Mar 2000 – Mar 2003 |
-7.20%
Mar 1998 – Mar 2003 |
-5.11%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSAX (Mirova U.S. Sustainable Equity Fund Class A) |
18.70%
Apr 1997 – Apr 2000 |
14.78%
Sep 2002 – Sep 2007 |
5.52%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart