Monthly Sustainable Portfolios Performance Summary: July 2018
Summary S&P 500 Index recorded best gain since January, up 3.72%, while bonds posted an increase of 0.02%; SUSTAIN Large Cap Equity Fund Index and the SUSTAIN Bond Fund Indicator outperformed, up 3.93% and 0.06%, respectively. Strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed […]
SUSTAIN Large Cap Equity Fund Index Up 3.93% in July 2018, Leading S&P 500 by 21 bps
Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed aside for now domestic political and geopolitical uncertainties, global trade war tensions as well as some potential domestic economic headwinds. SUSTAIN Equity Fund […]
SUSTAIN Large Cap Equity Fund Index Up 0.90% in June, Leading S&P 500 Index by 28 BPS
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN Equity Fund Index posted an increase of 0.90% in June while the SUSTAIN Bond Fund Indicator […]
Monthly Sustainable Portfolios Performance Summary: May 2018
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 gained 1.35% but lagged behind the S&P 500 Index by almost 1.1%; sustainable bond funds gained 0.62% and posted the best monthly performance results […]
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 […]