Nasdaq - Delayed Quote USD

Green Century Equity Individual Investor (GCEQX)

78.77 +0.73 (+0.94%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.62%
5y Average Return 12.75%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Apr 22, 2024) 34.37%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 34.37%
Worst 3Y Total Return 6.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GCEQX
Category
YTD
11.08%
12.38%
1-Month
3.53%
5.09%
3-Month
11.08%
10.28%
1-Year
30.02%
41.70%
3-Year
10.04%
22.56%
5-Year
14.78%
21.98%
10-Year
12.42%
15.99%
Last Bull Market
40.05%
25.99%
Last Bear Market
-17.02%
-17.29%

Annual Total Return (%) History

Year
GCEQX
Category
2024
--
--
2023
27.70%
--
2022
-23.04%
--
2021
29.70%
--
2020
22.23%
35.86%
2019
30.72%
31.90%
2018
-4.00%
-2.09%
2017
21.95%
27.67%

2016
8.70%
3.23%
2015
0.94%
3.60%
2014
12.81%
10.00%
2013
34.37%
33.92%
2012
11.80%
15.34%
2011
0.61%
-2.46%
2010
10.89%
15.53%
2009
30.37%
35.68%
2008
-35.48%
-40.67%
2007
2.75%
13.35%
2006
12.08%
7.05%
2005
1.53%
6.71%
2004
8.67%
7.81%
2003
26.34%
28.66%
2002
-21.09%
-27.64%
2001
-13.29%
-22.30%
2000
-15.52%
-13.05%
1999
21.97%
38.87%
1998
32.31%
34.55%
1997
35.71%
26.36%
1996
21.26%
19.76%
1995
--
32.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.08% -- -- --
2023 9.10% 8.25% -3.47% 12.03%
2022 -7.14% -17.02% -6.84% 7.21%
2021 6.26% 8.55% 0.56% 11.81%
2020 -17.07% 21.21% 9.06% 11.49%
2019 13.54% 4.18% 1.68% 8.67%
2018 -0.25% 2.87% 6.27% -11.97%
2017 6.43% 3.84% 4.22% 5.89%
2016 1.54% 0.31% 4.44% 2.19%
2015 1.12% -1.24% -5.95% 7.47%

2014 1.70% 3.75% 1.12% 5.74%
2013 12.67% 3.91% 4.51% 9.82%
2012 11.30% -4.52% 5.46% -0.25%
2011 3.52% 1.23% -13.43% 10.91%
2010 4.81% -11.85% 9.43% 9.68%
2009 -9.67% 16.29% 15.77% 7.20%
2008 -9.60% -4.03% -5.16% -21.58%
2007 -0.40% 5.30% 1.46% -3.43%
2006 3.10% -3.58% 6.03% 6.35%
2005 -4.91% 1.22% 2.94% 2.46%
2004 1.75% 1.88% -3.85% 9.03%
2003 -3.73% 14.85% 3.06% 10.88%
2002 -0.11% -12.27% -17.29% 8.87%
2001 -12.31% 4.98% -14.42% 10.06%
2000 2.59% -5.40% -5.12% -8.26%
1999 4.55% 6.28% -6.42% 17.30%
1998 13.89% 3.63% -9.92% 24.45%
1997 3.04% 17.18% 7.87% 4.20%
1996 4.51% 4.12% 3.72% 7.43%
1995 5.09% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 7
3-Month 62
1-Year 80
3-Year 38
5-Year 57

Load Adjusted Returns

1-Year 30.02%
3-Year 10.04%
5-Year 14.78%
10-Year 12.42%

Performance & Risk

YTD Return 4.62%
5y Average Return 12.75%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Green Century
Net Assets 642.79M
YTD Return 11.08%
Yield 0.12%
Morningstar Rating
Inception Date Apr 30, 2018

Fund Summary

The fund invests substantially all of its assets in the common stocks which make up the underlying index. The underlying index is comprised of the common stocks of the approximately 400 companies in the MSCI KLD 400 Social Index, minus the stocks of the companies that explore for, extract, produce, manufacture or refine coal, oil or gas; produce or transmit electricity derived from fossil fuels or transmit natural gas or have carbon reserves.

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