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 […]
SUSTAIN Large Cap Equity Fund Index in November Registers Best Monthly Gain in 2017 and Exceeds S&P 500 Index
Summary The Sustainable Large Cap Equity Fund Index (SUSTAIN Index) registered a strong gain of 3.20% in November versus the S&P 500 Index which generated a 3.07% total return. The SUSTAIN Index, up 18.34% year-to-date, continues to trail the S&P 500 Index that recorded a gain of 20.49% since December 31, 2016. SUSTAIN Large Cap […]
Sustainable Portfolios Performance Summary: November 2017
Summary The 3.07% gain of the S&P 500 Index in November, driven by strong corporate earnings, solid economic growth around the world and signs of progress in the US on the Republican led tax bill, also powered the performance of sustainable mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) along with the 3 sustainable […]
Sustainable Portfolios Performance Summary: October 2017
S&P 500 Registers the Best Monthly Gain of 2.33% Since Recording an Increase of 3.97% in February Positive earnings results, strong US economic data that seemed to eclipse the effects of hurricanes Harvey and Irma that shut down parts of Texas and Florida in August and September, coupled with an optimistic outlook for tax reform […]
SUSTAIN Large Cap Equity Fund Index Gains 1.7% in October but Lags the S&P 500
SUSTAIN Index Gains but Only One Constituent Fund Beat the S&P 500 in October 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, registered a gain of 1.7% […]