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New Alternatives Investor (NAEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
64.09+0.02 (+0.03%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.38%
5-Year Average Return6.89%
Number of Years Up4
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)68.87%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return68.87%
Worst 3-Yr Total Return-8.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNAEFXCategory
YTD2.38%12.99%
1-Month-6.62%1.30%
3-Month2.85%6.38%
1-Year24.04%53.27%
3-Year-7.33%14.94%
5-Year7.46%15.72%
10-Year7.61%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%2.14%14.25%N/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)

YTD65
1-Month92
3-Month23
1-Year49
3-Year63
5-Year43

Load Adjusted Returns

1-Year24.04%
3-Year-7.33%
5-Year7.46%
10-Year7.61%