Nasdaq - Delayed Quote USD

New Alternatives Investor (NAEFX)

60.43 +0.95 (+1.60%)
At close: 6:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.30%
5y Average Return 6.83%
Number of Years Up 4
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 68.87%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 68.87%
Worst 3Y Total Return -8.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NAEFX
Category
YTD
-6.05%
12.99%
1-Month
4.51%
1.30%
3-Month
-6.05%
6.38%
1-Year
-12.73%
53.27%
3-Year
-8.95%
14.94%
5-Year
8.13%
15.72%
10-Year
6.57%
9.30%
Last Bull Market
30.24%
18.45%
Last Bear Market
-10.62%
-25.47%

Annual Total Return (%) History

Year
NAEFX
Category
2024
--
--
2023
-2.74%
--
2022
-16.14%
--
2021
-5.12%
--
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
--
-1.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -6.05% -- -- --
2023 4.70% -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%
2019 13.53% 6.36% 4.47% 8.36%
2018 -4.67% 2.29% 1.35% -6.08%
2017 9.61% 8.73% 1.18% 0.27%
2016 1.66% 6.83% 5.70% -7.38%
2015 -0.17% -21.92% 14.11% --

Rank in Category (By Total Return)

YTD 94
1-Month 20
3-Month 94
1-Year 92
3-Year 84
5-Year 50

Load Adjusted Returns

1-Year -12.73%
3-Year -8.95%
5-Year 8.13%
10-Year 6.57%

Performance & Risk

YTD Return -9.30%
5y Average Return 6.83%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family New Alternatives
Net Assets 294.18M
YTD Return -6.05%
Yield 2.92%
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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