June 2019 Sustainable Investment Funds Performance Scorecard
Summary Global markets across all major asset classes posted gains in June, notwithstanding trade concerns and fears of an economic slowdown. Stocks and bonds in the US and overseas recovered from May’s declines to produce strong returns in June. Equity Funds and All Other Funds Gold and precious metals funds led the performance rankings for […]
SUSTAIN Indices Post Strong Results in June but Lag Conventional Benchmarks
Global markets across all major asset classes posted gains in June. Global markets across all major asset classes posted gains in June. Notwithstanding trade concerns and fears of an economic slowdown, stocks and bonds in the US and overseas recovered from May’s declines to produce strong returns in June, ranging from a low of -0.27% […]
May 2019 Sustainable Investment Funds Performance Scorecard
Summary Longer-term higher quality bond funds were the best performing fixed income funds in May while emerging market and high yield bond funds lagged behind. Returns ranged from a high of 4.32% to a low of -1.82%. In a challenging month for equities, the leading funds in the equity and all other funds segment included […]
SUSTAIN Large Cap Equity Index Gives Up -5.6% in May; Bond Funds Gain 1.74%
Major US stock indexes close the month of May down in excess of 6%, recording their worst monthly performance since December 2018 Major US stock indexes lost more than 1% on the last trading day of May to close the month down in excess of 6%, their first calendar month decline for the year and […]
April 2019 Sustainable Investment Funds Performance Scorecard
Summary High yield and bank loan funds were the best performing fixed income funds in April while global and emerging market bond funds posted the worst results. Returns ranged from a high of 1.88% to a low of -0.4%. In the equity and all other funds segment, alternative energy, solar and clean tech led the […]
March 2019 Sustainable Investment Funds Performance Scorecard
Notes of Explanation covering fixed income funds. Results are total returns. Fixed income funds include short and long-term taxable and tax-exempt bond funds and ETFs, a total of 432 funds/share classes, ETFs, ETNs with performance for the full month of March 2019. Top 10 defined as top 10 funds which may include a larger number […]
SUSTAIN equity and bond fund indexes post gains of 2.0% and 1.85% in March
U.S. stocks, as measured by the S&P 500 Index, ended the month of March up 1.94% while investment grade intermediate bonds, based on the Bloomberg Barclays US Aggregate Index end the month up 1.92% or just 4 basis points shy of equities U.S. stocks, as measured by the S&P 500 Index, ended the month of […]
SUSTAIN equity and bond fund indexes outperform in Feb. 2019, up 3.77% & 0.15%
February Results: S&P 500 up 3.21% while sustainable large cap equity funds gain 3.77% After posting a gain of 8.01% in January, the best monthly results since October 2015, the S&P 500 Index recorded another consecutive increase in February. The index added 3.21% and extended its year-to-date gain to 11%, thus erasing and exceeding December’s […]