Nasdaq - Delayed Quote USD

New Alternatives A (NALFX)

64.51 +0.69 (+1.08%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -0.17%
5y Average Return 7.14%
Number of Years Up 27
Number of Years Down 14
Best 1Y Total Return (Nov 6, 2024) 69.15%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 69.15%
Worst 3Y Total Return -7.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NALFX
Category
YTD
2.60%
12.99%
1-Month
-6.60%
1.30%
3-Month
2.92%
6.38%
1-Year
24.36%
53.27%
3-Year
-7.10%
14.94%
5-Year
7.71%
15.72%
10-Year
7.86%
9.30%
Last Bull Market
13.94%
18.45%
Last Bear Market
-10.55%
-25.47%

Annual Total Return (%) History

Year
NALFX
Category
2024
--
--
2023
-2.49%
--
2022
-15.93%
--
2021
-4.88%
--
2020
69.15%
24.89%
2019
36.98%
26.49%
2018
-6.97%
-14.25%
2017
21.23%
25.44%

2016
6.52%
9.32%
2015
0.81%
-1.23%
2014
2.91%
-0.42%
2013
30.52%
30.99%
2012
3.49%
18.46%
2011
-7.28%
-11.76%
2010
-7.26%
20.56%
2009
36.61%
47.20%
2008
-44.85%
-44.69%
2007
33.53%
9.94%
2006
33.82%
19.63%
2005
8.94%
14.86%
2004
13.32%
20.29%
2003
23.51%
44.66%
2002
-29.54%
-18.01%
2001
-12.42%
-15.09%
2000
51.74%
-7.00%
1999
8.47%
56.41%
1998
-10.01%
1.76%
1997
11.08%
2.69%
1996
13.31%
14.84%
1995
19.49%
15.74%
1994
-3.71%
-1.66%
1993
2.89%
34.71%
1992
4.92%
4.90%
1991
18.56%
29.42%
1990
-7.65%
-9.74%
1989
26.07%
22.02%
1988
23.93%
24.04%
1987
-3.16%
-4.31%
1986
22.46%
18.81%
1985
24.07%
30.70%
1984
-0.30%
0.41%
1983
13.46%
38.90%
1982
--
36.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -6.00% 2.20% 14.35% --
2023 4.78% -2.85% -16.37% 14.55%
2022 -1.48% -10.55% -10.88% 7.05%
2021 -3.63% 0.04% -4.17% 2.95%
2020 -11.24% 16.99% 22.08% 33.42%
2019 13.57% 6.43% 4.54% 8.41%
2018 -4.63% 2.36% 1.40% -6.02%
2017 9.68% 8.79% 1.26% 0.34%
2016 1.66% 6.90% 5.78% -7.34%
2015 13.11% -0.11% -21.88% 14.22%

2014 9.40% 9.15% -6.82% -7.52%
2013 4.37% 3.50% 13.84% 6.14%
2012 1.34% -9.20% 7.16% 4.95%
2011 14.99% -4.43% -19.93% 5.36%
2010 -6.93% -12.68% 9.37% 4.34%
2009 -10.51% 29.92% 14.59% 2.53%
2008 -12.97% 2.79% -21.84% -21.12%
2007 11.89% 11.99% 5.03% 1.46%
2006 20.55% -1.40% 0.27% 12.29%
2005 -1.25% 7.08% 5.40% -2.25%
2004 3.00% 0.95% -0.06% 9.06%
2003 -5.41% 13.41% 5.62% 9.01%
2002 1.27% -17.61% -20.20% 5.83%
2001 -5.59% 5.13% -20.86% 11.50%
2000 33.86% -1.55% 32.04% -12.79%
1999 -3.92% 15.57% -2.15% -0.17%
1998 11.54% -8.33% -17.81% 7.08%
1997 -4.73% 11.73% 5.23% -0.84%
1996 4.59% 2.66% 0.52% 4.98%
1995 6.01% 6.17% 3.22% 2.86%
1994 -2.43% -2.66% 3.19% -1.75%
1993 2.87% -2.69% 1.00% 1.77%
1992 -2.33% -3.40% 1.74% 9.30%
1991 14.66% 0.96% 4.25% -1.75%
1990 -5.08% 6.42% -14.18% 6.52%
1989 4.88% 17.97% 3.76% -1.80%
1988 15.28% 3.13% 1.52% 2.68%
1987 16.15% -0.57% 3.57% -19.04%
1986 15.91% 5.60% -2.49% 2.60%
1985 6.02% 5.82% -4.13% 15.35%
1984 -6.54% -5.60% 9.56% 3.14%
1983 9.42% 7.35% -2.72% -0.71%
1982 12.29% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 91
3-Month 21
1-Year 47
3-Year 62
5-Year 40

Load Adjusted Returns

1-Year 20.00%
3-Year -8.20%
5-Year 6.95%
10-Year 7.48%

Performance & Risk

YTD Return -0.17%
5y Average Return 7.14%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family New Alternatives
Net Assets 278.29M
YTD Return 2.60%
Yield 2.99%
Morningstar Rating
Inception Date Sep 03, 1982

Fund Summary

The fund seeks to achieve its investment objective by investing in equity securities. The equity securities in which the fund invests consist primarily of common stocks. Other equity securities in which the fund may invest include YieldCos, American Depository Receipts ("ADRs"), real estate investment trusts ("REITs") and publicly-traded master limited partnerships ("MLPs"). The fund makes investments in a wide range of industries and in companies of all sizes.

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