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New Alternatives Investor (NAEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.89-0.58 (-0.86%)
At close: 05:49PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.88%
5-year average return10.15%
Number of years up4
Number of years down4
Best 1-yr total return (15 May 2024)68.87%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return68.87%
Worst 3-yr total return-8.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNAEFXCategory
YTD-8.36%12.99%
1-month-2.45%1.30%
3-month-1.99%6.38%
1-year-14.47%53.27%
3-year-9.86%14.94%
5-year6.91%15.72%
10-year6.38%9.30%
Last bull market13.82%18.45%
Last bear market-10.62%-25.47%

Annual total return (%) history

Year
NAEFXCategory
2024
N/AN/A
2023
-2.74%N/A
2022
-16.14%N/A
2021
-5.12%N/A
2020
68.87%24.89%
2019
36.69%26.49%
2018
-7.18%-14.25%
2017
20.91%25.44%
2016
6.31%9.32%
2015
N/A-1.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-6.05%N/AN/AN/A
20234.70%-2.91%-16.42%14.48%
2022-1.53%-10.62%-10.94%6.99%
2021-3.69%-0.02%-4.23%2.88%
2020-11.28%16.91%22.01%33.45%
201913.53%6.36%4.47%8.36%
2018-4.67%2.29%1.35%-6.08%
20179.61%8.73%1.18%0.27%
20161.66%6.83%5.70%-7.38%
2015-0.17%-21.92%14.11%N/A

Rank in category (by total return)

YTD91
1-month17
3-month82
1-year93
3-year81
5-year37

Load adjusted returns

1-year-14.47%
3-year-9.86%
5-year6.91%
10-year6.38%