The Best Alternative Energy Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Alternative Energy Equities mutual funds.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.06%
- Avg. Yield
- 5.70%
- Avg. 1 Year Return
- 33.94%
- Median Risk/Return Score
- 56 / 100
The Best Alternative Energy Equities Mutual Funds
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Environment and Alternative Energy Fund | Alternative Energy Equities | Jun 29, 1989 | 0.79% | 15.85% | 14.27% | 1.56% | 54 | ||||||||
| Goldman Sachs Clean Energy Income Fund Class A Sha... | Alternative Energy Equities | Jun 26, 2020 | 1.26% | 21.00% | — | 1.16% | 84 | ||||||||
| New Alternatives Fund Investor Class | Alternative Energy Equities | Sep 3, 1982 | 1.28% | 17.64% | 10.64% | 0.79% | 59 | ||||||||
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | Mar 27, 2008 | 0.90% | 19.10% | 11.33% | 19.29% | 37 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Alternative Energy Equities Mutual funds by Risk/Return Score
The top Alternative Energy Equities Mutual funds by PortfoliosLab Risk/Return Score are GCEBX (84) and NAEFX (59).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Goldman Sachs Clean Energy Income Fund Class A Sha... | 84 | — | Jun 2020 | |
| New Alternatives Fund Investor Class | 59 | — | Sep 1982 | |
| Fidelity Environment and Alternative Energy Fund | 54 | — | Jun 1989 | |
| Impax Global Environmental Markets Fund Institutio... | 37 | — | Mar 2008 |
Best-Performing Alternative Energy Equities Mutual funds Over 5 Years
The top Alternative Energy Equities Mutual funds is FSLEX (13.26%).
Across the lineup, Alternative Energy Equities Mutual funds show an average 1-year return of 33.94% and an average 5-year return of 6.68%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Environment and Alternative Energy Fund | 13.26% | — | Jun 1989 | |
| Impax Global Environmental Markets Fund Institutio... | 7.77% | — | Mar 2008 | |
| New Alternatives Fund Investor Class | 2.87% | — | Sep 1982 | |
| Goldman Sachs Clean Energy Income Fund Class A Sha... | 2.83% | — | Jun 2020 |
Lowest-Cost Alternative Energy Equities Mutual funds
The top Alternative Energy Equities Mutual funds is FSLEX (0.79%).
With an average expense ratio of 1.06%, Alternative Energy Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Environment and Alternative Energy Fund | 0.79% | — | Jun 1989 | |
| Impax Global Environmental Markets Fund Institutio... | 0.90% | — | Mar 2008 | |
| Goldman Sachs Clean Energy Income Fund Class A Sha... | 1.26% | — | Jun 2020 | |
| New Alternatives Fund Investor Class | 1.28% | — | Sep 1982 |
Highest-Yield Alternative Energy Equities Mutual funds
The top Alternative Energy Equities Mutual funds is PGINX (19.29%).
Across the lineup, Alternative Energy Equities Mutual funds show an average dividend yield of 5.70%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Impax Global Environmental Markets Fund Institutio... | 19.29% | — | Mar 2008 | |
| Fidelity Environment and Alternative Energy Fund | 1.56% | — | Jun 1989 | |
| Goldman Sachs Clean Energy Income Fund Class A Sha... | 1.16% | — | Jun 2020 | |
| New Alternatives Fund Investor Class | 0.79% | — | Sep 1982 |
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