Sustainable investment funds performance wrap-up: October 2024
The Bottom Line: After a run of five consecutive monthly gains, the performance of stocks, bonds and focused sustainable mutual funds and ETFs recorded declines. Stocks as well as bonds declined in October following five consecutive monthly gains October was a volatile month that ended as it began for large cap stocks, down about 1%. […]
Sustainable investment funds performance wrap-up: September 2024
Sustainable investing performance wrap-up – July 2024
The Bottom Line: Bonds outperformed the S&P 500 while small cap and value stocks led; a selection of ESG indices largely underperformed their conventional counterparts. Bonds outperformed the broad stock market while small cap stocks and value stocks shine The S&P 500 posted its best single day return of the month, up 1.58%, on July […]
Performance wrap up-May 2024
The Bottom Line: May was a strong month for stocks as well as bond market indices while sustainable investment funds recorded an average 3.7% gain. Notes of Explanation: Data as of May 2024. Only the top or bottom share classes are displayed in the case of mutual funds with multiple share classes. Source: Morningstar Direct […]
Stock and bond fund investors benefited from a rebound in 2023
The Bottom Line: Investors who held on to stocks after the decline of 18% in 2022 were rewarded but bond investors need more recovery time. Markets continued to rally in December and equities in particular delivered unexpectedly strong gains in 2023 Markets continued to rally in December, fueled by the combination of a strong economy […]
Performance wrap up-November 2023
The Bottom Line: Positive sentiment in November pushed stock prices higher in the US and overseas while bond prices registered gains as yields declined sharply. Top and bottom performing mutual funds and ETFs as of November 30, 2023 Notes of Explanation: For mutual funds with multiple share classes, only the best or worst […]
Have renewable energy funds reached bottom?
The Bottom Line: Beaten down prices of clean energy stocks and related securities may be approaching a buying opportunity for intermediate and long-term fund investors. Stocks and bonds continued to register declines in October Stocks fell for the third consecutive month in October, with large cap stocks giving up 2.1%, and lowering year-to-date and trailing […]
Sustainable mutual funds post an average decline of 1.05% in May 2023
The Bottom Line: Technology heavy and growth-oriented sustainable mutual funds and ETFs registered strong performance results in May and extended their wide performance lead year-to-date. US stocks posted a narrow increase in May, adding 0.43%, while bonds dropped 1.09% US stocks posted a narrow increase in May, adding 0.43% according to the S&P 500 Index […]