Sustainable international equity funds post standout returns in 2025
Top 10 Performing Funds – May 2025
Sustainable Bottom Line: The top 10 performing funds in May were dominated by renewable energy investment funds, a segment exposed to higher levels of volatility. Market performance in May: The S&P 500 Index rose 6.1%, Nasdaq Composite added nearly 10% while foreign stocks, which had been outperforming, gained 4.6% Climbing back from their 15% drop… Continue reading about Top 10 Performing Funds – May 2025
Sustainable investment funds performance wrap-up: January 2025
The Bottom Line: The broad stock market recovered from December’s decline while bonds as well as focused sustainable mutual funds and ETFs achieved partial recoveries. The broad stock market gained 2.78% while bonds added 0.53% in the first month of 2025 After a challenging December when the broad market gave up 2.38%, stocks got off… Continue reading about Sustainable investment funds performance wrap-up: January 2025
Sustainable investment funds performance wrap-up: December 2024
The Bottom Line: Large-cap US stocks delivered another outstanding gain of 25.02% in 2024 while focused sustainable long-term funds added a weighted average of 13.6%. Large-cap US stocks gave up 2.4% in December but delivered their fourth best annual gain of 25.02% over the last decade Even as the month of December ended on a… Continue reading about Sustainable investment funds performance wrap-up: December 2024
Sustainable investment funds performance wrap-up: November 2024
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… Continue reading about Sustainable investing performance wrap-up – July 2024
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… Continue reading about Performance wrap up-May 2024