Monthly Sustainable Model Portfolios Performance Summary: September 2019
Model portfolios: Two of three sustainable model portfolios were eclipsed by their conventional benchmarks In a month when the performance of equities and bonds reversed positions as large cap equities, tracked by the S&P 500 Index, posted a total return gain of 1.87% while investment-grade intermediate bonds ended the month lower at -0.53% on the […]
Two of Three SUSTAIN Fund Indices Lagged: September 2019 Update
Performance of equities and bonds reversed positions in September as large cap equities posted a total return gain of 1.87% while investment-grade intermediate bonds ended the month lower at -0.53% The performance of equities and bonds reversed positions in September as large cap equities, tracked by the S&P 500 Index, posted a total return gain […]
SUSTAIN Indices Post Competitive Returns: August 2019 Update
Stock market registers -1.58% decline in volatile month while bonds blew the lights out and sustainable indices, for the most part, outperformed conventional benchmarks A volatile August ended the last week of the month as it began but with opposite outcomes, driven by trade tensions between the US and China, geopolitical uncertainties and signs of […]
Markets Take a Breather in July; 2 of 3 SUSTAIN Fund Indices Outperform
Markets take a breather in July: Domestic Sustainable Equity and Bond Indices beat conventional indices After posting a gain of 7.0% in June, stocks as measured by the S&P 500 Index, took a breather in July to end the month up 1.4%. The Dow Jones Industrial Average and Nasdaq Composite each recorded gains of 1.12% […]
Sustainable Investment Funds Performance Scorecard: July 2019
Summary Gaining an average of 0.40%, sustainable bond funds exceeded the average performance of equity and related funds with their average gain of 0.24%. Stocks, as measured by the S&P 500 Index, took a breather in July to end the month up 1.4% following June’s gain of 7.0%. The Federal Reserve Bank lowered the target […]
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 […]