NAEFX vs. NALFX
Compare and contrast key facts about New Alternatives Fund Investor Class (NAEFX) and New Alternatives Fund (NALFX).
NAEFX is an actively managed fund by New Alternatives. It was launched on Sep 3, 1982. NALFX is managed by New Alternatives. It was launched on Sep 2, 1982.
Performance
NAEFX vs. NALFX - Performance Comparison
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NAEFX vs. NALFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAEFX New Alternatives Fund Investor Class | 8.26% | 27.81% | -6.26% | -2.74% | -16.08% | -5.02% | 61.33% | 36.68% | -7.13% | 20.92% |
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
Returns By Period
The year-to-date returns for both investments are quite close, with NAEFX having a 8.26% return and NALFX slightly higher at 8.31%. Both investments have delivered pretty close results over the past 10 years, with NAEFX having a 10.09% annualized return and NALFX not far ahead at 10.36%.
NAEFX
- 1D
- 2.51%
- 1M
- -2.58%
- YTD
- 8.26%
- 6M
- 10.51%
- 1Y
- 31.02%
- 3Y*
- 6.41%
- 5Y*
- 0.68%
- 10Y*
- 10.09%
NALFX
- 1D
- 2.50%
- 1M
- -2.56%
- YTD
- 8.31%
- 6M
- 10.62%
- 1Y
- 31.32%
- 3Y*
- 6.67%
- 5Y*
- 0.93%
- 10Y*
- 10.36%
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NAEFX vs. NALFX - Expense Ratio Comparison
NAEFX has a 1.28% expense ratio, which is higher than NALFX's 0.89% expense ratio.
Return for Risk
NAEFX vs. NALFX — Risk / Return Rank
NAEFX
NALFX
NAEFX vs. NALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Alternatives Fund Investor Class (NAEFX) and New Alternatives Fund (NALFX). 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.
| NAEFX | NALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.93 | -0.02 |
Sortino ratioReturn per unit of downside risk | 2.44 | 2.46 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 2.88 | -0.03 |
Martin ratioReturn relative to average drawdown | 10.89 | 11.04 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NAEFX | NALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.93 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.05 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.58 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.42 | +0.15 |
Correlation
The correlation between NAEFX and NALFX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NAEFX vs. NALFX - Dividend Comparison
NAEFX's dividend yield for the trailing twelve months is around 0.86%, less than NALFX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAEFX New Alternatives Fund Investor Class | 0.86% | 0.93% | 1.75% | 4.14% | 4.37% | 4.90% | 4.88% | 5.35% | 6.39% | 3.98% | 3.48% | 0.00% |
NALFX New Alternatives Fund | 1.08% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
Drawdowns
NAEFX vs. NALFX - Drawdown Comparison
The maximum NAEFX drawdown since its inception was -42.74%, smaller than the maximum NALFX drawdown of -59.67%. Use the drawdown chart below to compare losses from any high point for NAEFX and NALFX.
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Drawdown Indicators
| NAEFX | NALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.74% | -59.67% | +16.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -10.60% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -38.35% | -38.03% | -0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -42.35% | -0.39% |
Current DrawdownCurrent decline from peak | -8.53% | -7.33% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -13.62% | -14.89% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.76% | +0.01% |
Volatility
NAEFX vs. NALFX - Volatility Comparison
New Alternatives Fund Investor Class (NAEFX) and New Alternatives Fund (NALFX) have volatilities of 7.09% and 7.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAEFX | NALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 7.09% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 10.83% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 16.45% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 17.72% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 17.92% | +0.01% |