Green Century Equity Fund Individual Investor Class (GCEQX)

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The chart shows the growth of an initial investment of $10,000 in Green Century Equity Fund Individual Investor Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Green Century Equity Fund Individual Investor Class (GCEQX) has returned -9.94% so far this year and 13.61% over the past 12 months. Over the last decade, GCEQX has posted an annualized return of 12.48%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Sep 13, 1995, GCEQX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 62% of months were positive and 38% 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 0.80%, 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 33 for risk / return — below 33% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Green Century Equity Fund Individual Investor Class provided a 4.88% 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 current Green Century Equity Fund Individual Investor Class drawdown is 12.27%.

The chart below shows the rolling one-month volatility.