NALFX vs. NAEFX
Compare and contrast key facts about New Alternatives Fund (NALFX) and New Alternatives Fund Investor Class (NAEFX).
NALFX is managed by New Alternatives. It was launched on Sep 2, 1982. NAEFX is an actively managed fund by New Alternatives. It was launched on Sep 3, 1982.
Performance
NALFX vs. NAEFX - Performance Comparison
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NALFX vs. NAEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
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% |
Returns By Period
The year-to-date returns for both stocks are quite close, with NALFX having a 8.31% return and NAEFX slightly lower at 8.26%. Both investments have delivered pretty close results over the past 10 years, with NALFX having a 10.36% annualized return and NAEFX not far behind at 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%
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%
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NALFX vs. NAEFX - Expense Ratio Comparison
NALFX has a 0.89% expense ratio, which is lower than NAEFX's 1.28% expense ratio.
Return for Risk
NALFX vs. NAEFX — Risk / Return Rank
NALFX
NAEFX
NALFX vs. NAEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Alternatives Fund (NALFX) and New Alternatives Fund Investor Class (NAEFX). 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.
| NALFX | NAEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 1.91 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.44 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.85 | +0.03 |
Martin ratioReturn relative to average drawdown | 11.04 | 10.89 | +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
| NALFX | NAEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.91 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.04 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.57 | -0.15 |
Correlation
The correlation between NALFX and NAEFX 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
NALFX vs. NAEFX - Dividend Comparison
NALFX's dividend yield for the trailing twelve months is around 1.08%, more than NAEFX's 0.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
NALFX vs. NAEFX - Drawdown Comparison
The maximum NALFX drawdown since its inception was -59.67%, which is greater than NAEFX's maximum drawdown of -42.74%. Use the drawdown chart below to compare losses from any high point for NALFX and NAEFX.
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Drawdown Indicators
| NALFX | NAEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.67% | -42.74% | -16.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -10.60% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | -38.35% | +0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -42.74% | +0.39% |
Current DrawdownCurrent decline from peak | -7.33% | -8.53% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -13.62% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.77% | -0.01% |
Volatility
NALFX vs. NAEFX - Volatility Comparison
New Alternatives Fund (NALFX) and New Alternatives Fund Investor Class (NAEFX) 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
| NALFX | NAEFX | 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 | 10.83% | 10.82% | +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 | 17.72% | 17.73% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 17.93% | -0.01% |