Performance of sustainable bond funds lagged during crucial February-to-March interval
The Bottom Line: Lagging performance of sustainable intermediate investment-grade funds during crucial February-to-March interval requires additional analysis of similarly managed funds over several market cycles. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
Sustainable Funds Performance Scorecard: July 2020
The Bottom Line: Thematic environmental and alternative energy funds led the performance pack in July 2020 while Japan-focused ESG Integration funds brought up the rear. 10 Top Performing Funds—July 2020 The top 10 performing sustainable mutual funds/share classes and ETFs[1] registered an average 13.6% gain in July, beating the average sustainable fund results by a […]
Sustainable large cap funds retain edge as S&P 500 sets new high
The Bottom Line: Sustainable large cap equity funds retain a slight year-to-date edge as the S&P 500 records a new all-time high on Augst 18th.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
SUSTAIN US equity and bond fund indices excelled in July 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 36 bps and 32 bps; third index trailed by 125 bps. Stock and bond prices rose in July: S&P 500 gained 5.6% while the Bloomberg Barclays US Aggregate Index added 1.5% Stock prices rose in July as investors seemed to exhibit […]
Sustainable Funds Performance Scorecard: June 2020
The Bottom Line: Top and bottom performing mutual funds and ETFs in three categories are dominated by 34 funds that employ an ESG Integration strategy. June markets summary Ignoring the ravages of the COVID-19 pandemic that are still unfolding and focusing instead on the gradual progress made to contain and reverse the coronavirus pandemic, the […]
SUSTAIN Bond Fund Index shines while equity fund indices lag in June
The Bottom Line: SUSTAIN Bond Fund Index beats by wide 68 bps but domestic and foreign equity fund indices trail by 20 and 27 bps. Stocks and bonds gain in June and post strong quarterly results Ignoring the ravages of the COVID-19 pandemic that are still unfolding and focusing instead on the gradual progress made […]
Sustainable Funds Performance Scorecard: May 2020
The Bottom Line: 54 of the top and bottom sustainable fund performers in May across three investment categories employ ESG integration, ESG-Mixed or ESG-Consideration strategies. Summary Sustainable mutual funds and ETFs,[1] a combined total of 4,464 funds/share classes with almost $2.6 trillion in assets at the end of May, recorded an average increase of 4.43% […]
Sustainable Indices in May 2020: Bond and foreign equity funds outperform
The Bottom Line: Sustainable (SUSTAIN) bond and foreign fund indices beat their conventional benchmarks in May; SUSTAIN equity fund index lags by slight 3 bps. US stock market in May recovers all but 10% of the February to March decline The stock market, which was down -33.92% from peak-to-trough on March 23, recovered all but […]