SUSTAIN Equity Fund Index Gains 1.35% in May but Lags S&P 500 by Almost 1.1%
Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack. The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500 Index by almost 1.1%. Sustainable bond funds gained 0.62% and post best monthly performance results in […]
Monthly Sustainable Portfolio Performance Summary: April 2018
Summary Market returns were mixed in April: The S&P 500 Index eked out a slim gain of 0.38% while investment-grade bonds posted a decline of -0.74%. Riskier sustainable model portfolios outperformed more conservative counterparts in April. Sustainable funds registered a slight average decline of -0.043% in April, ranging from a low of -4.68% to a […]
SUSTAIN Equity Fund Index Performance: A Decline by 0.18% in April while Trailing S&P 500 Index
Summary The SUSTAIN Equity Fund Index declined -0.18% in a Volatile April, trailing the performance of the S&P 500 by 56 basis points. U.S. stocks gain in April but investment-grade bonds post -0.74% decline. Three constituent SUSTAIN funds generated positive results in April. Energy gains in April had a muted effect on SUSTAIN funds due to the […]
SUSTAIN Large Cap Equity Fund Index Declines -2.00% in March; Beats S&P 500 Index by 54 BPS
Summary During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or 54 basis points (bps) ahead of the S&P 500 Index which dropped -2.54%. The SUSTAIN Index was bolstered by the performance of 7 of the 10 member funds that exceeded the […]
Sustainable Portfolios Performance Summary: February 2018
Summary S&P declined -3.69% in February, partially recovering from a brief 10.2% correction. The SUSTAIN Large Cap Equity Fund Index posted a -3.72% drop, trailing the non-ESG index by just 3 basis points. The three sustainable model portfolios also experienced declines, ranging from -4.51% to -0.78%, but in each case exceeded the returns posted by […]
SUSTAIN Large Cap Equity Fund Index Declines -3.72% in February, Almost in Line with S&P 500
Summary The SUSTAIN Large Cap Equity Fund Index registered a decline of -3.72% in February, or 3 basis points behind the S&P 500 Index. Four of 10 funds that comprise the index outperformed the non-ESG S&P 500 Index. During the nine-day stock market correction starting January 29th and continuing to February 8th, the SUSTAIN index […]
SUSTAIN Large Cap Equity Fund Index Posts Strong 5.47% Gain in January 2018
Summary The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap US oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, posted a strong gain of 5.47% in January and 23.05% for the twelve month period to […]
Sustainable Portfolios Performance Summary: December 2017
Summary Stocks recorded new highs throughout the year. The S&P 500 Index posted a full year total return gain of 21.83% while emerging markets delivered an even greater 32.38% gain. Bonds turned in the second best performance in the last five years. Against a goldilocks backdrop, sustainable oriented funds, defined as actively managed mutual funds […]