GLOBAL SOCIAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
$19.71
-0.28 (-1.40%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- -0.6%
- 3 Months
- -0.0%
- YTD
- +13.3%
- 1 Year
- +17.9%
- 3 Year annualized
- +21.9%
- 5 Year annualized
- +10.8%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 14.3%
- Largest decline max drawdown, last 5 years
- -27.0%
- Risk-adjusted return Sharpe ratio, 1-year
- 1.22
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