Green Century Equity Fund Individual Investor Class (GCEQX)

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Green Century Equity Fund Individual Investor Class (GCEQX) is up 10.4% since the beginning of the year. GCEQX is currently trading at $112 per share. Investors who bought $1,000 worth of GCEQX shares 5 years ago would now be looking at an investment worth $1,779.

Green Century Equity Fund Individual Investor Class (GCEQX) has returned 10.38% so far this year and 27.25% over the past 12 months. Looking at the last ten years, GCEQX has achieved an annualized return of 14.78%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 13, 1995, GCEQX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +12.5%, while the worst month was Oct 2008 at -15.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GCEQX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -12.2%.

Green Century Equity Fund Individual Investor Class has an annualized alpha of 0.87%, beta of 1.00, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since September 14, 1995.

• With beta of 1.00 and R2 of 0.97, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

GCEQX has a high expense ratio of 1.25%, indicating above-average management fees.

GCEQX ranks 46 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Green Century Equity Fund Individual Investor Class (GCEQX) and compare them to S&P 500 Index.

Green Century Equity Fund Individual Investor Class provided a 3.98% dividend yield over the last twelve months, with an annual payout of $4.46 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Green Century Equity Fund Individual Investor Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Green Century Equity Fund Individual Investor Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Green Century Equity Fund Individual Investor Class was 56.88%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.

The chart below shows the rolling one-month volatility.