GCEQX vs. VTEX
Compare and contrast key facts about Green Century Equity Fund Individual Investor Class (GCEQX) and VTEX (VTEX).
GCEQX is managed by Green Century. It was launched on Sep 13, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GCEQX or VTEX.
Key characteristics
| GCEQX | VTEX | |
|---|---|---|
| YTD Return | 8.57% | 18.17% |
| 1Y Return | 27.10% | 119.14% |
| Sharpe Ratio | 2.08 | 2.69 |
| Daily Std Dev | 13.09% | 42.65% |
| Max Drawdown | -56.88% | -91.38% |
| Current Drawdown | -2.26% | -74.79% |
Correlation
The correlation between GCEQX and VTEX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GCEQX vs. VTEX - Performance Comparison
In the year-to-date period, GCEQX achieves a 8.57% return, which is significantly lower than VTEX's 18.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GCEQX vs. VTEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Green Century Equity Fund Individual Investor Class (GCEQX) and VTEX (VTEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GCEQX vs. VTEX - Dividend Comparison
GCEQX's dividend yield for the trailing twelve months is around 0.12%, while VTEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCEQX Green Century Equity Fund Individual Investor Class | 0.12% | 0.13% | 0.47% | 1.11% | 1.14% | 0.68% | 2.24% | 0.90% | 2.29% | 1.87% | 1.58% | 0.60% |
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GCEQX vs. VTEX - Drawdown Comparison
The maximum GCEQX drawdown since its inception was -56.88%, smaller than the maximum VTEX drawdown of -91.38%. Use the drawdown chart below to compare losses from any high point for GCEQX and VTEX. For additional features, visit the drawdowns tool.
Volatility
GCEQX vs. VTEX - Volatility Comparison
The current volatility for Green Century Equity Fund Individual Investor Class (GCEQX) is 4.56%, while VTEX (VTEX) has a volatility of 11.16%. This indicates that GCEQX experiences smaller price fluctuations and is considered to be less risky than VTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.