Sustainable Equity Fund (REUYX)

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

Sustainable Equity Fund (REUYX) has returned -8.74% so far this year and 5.32% over the past 12 months. Over the last ten years, REUYX has had an annualized return of 11.60%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 2, 2001, REUYX's average daily return is +0.04%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2011 with a return of +11.6%, while the worst month was Oct 2008 at -18.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, REUYX closed higher 53% of trading days. The best single day was Dec 18, 2024 with a return of +13.5%, while the worst single day was Dec 19, 2024 at -14.7%.

Sustainable Equity Fund has an annualized alpha of 1.12%, beta of 0.95, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

• With beta of 0.95 and R² of 0.92, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

REUYX has an expense ratio of 0.83%, placing it in the medium range.

REUYX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Sustainable Equity Fund (REUYX) and compare them to a chosen benchmark (S&P 500 Index).

Sustainable Equity Fund provided a 15.62% dividend yield over the last twelve months, with an annual payout of $6.15 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Sustainable Equity Fund. 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 Sustainable Equity Fund. 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 Sustainable Equity Fund was 56.33%, occurring on Mar 9, 2009. Recovery took 976 trading sessions.

The current Sustainable Equity Fund drawdown is 12.68%.

The chart below shows the rolling one-month volatility.