The Best Sustainable Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Sustainable mutual funds.
Category is Sustainable
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 Sustainable Multi-Asset Fund | Sustainable | Feb 10, 2022 | 0.48% | -1.27% | — | 3.75% | 69 | ||||||||
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | Dec 15, 2005 | 1.10% | 1.48% | 12.55% | 11.36% | 91 | ||||||||
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | Mar 27, 2008 | 0.90% | 0.33% | 9.82% | 23.63% | 35 |
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.
Loading graphics...
5 Years