The table below compares the performance and other essential indicators like dividend yield and expense ratio of 2 Sustainable mutual funds.
Click on any fund in the list to see complete information, including risk and performance analysis.
Category: Sustainable
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | Dec 15, 2005 | 1.10% | 12.51% | 8.86% | 1.38% | ||||||||
Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | Mar 27, 2008 | 0.90% | 8.77% | 8.71% | 0.68% |
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