Sustainable Index Funds Lag Behind Conventional Funds
Sustainable index funds at $35.1 billion represent just 3.1% of sustainable long-term fund assets versus 36.2% for conventional mutual funds and ETFs Sustainable index funds[1], including mutual funds and exchange-traded funds (ETFs) have achieved limited traction so far and stand in contrast to the popularity of index funds across the investment company landscape. At the […]
Sustainable Indices Lagged, Matched or Exceeded Returns for the Month of October 2019
Market recovers in second half of month to post strong 2.17% return; foreign markets performed even better while sustainable fund indices lagged, matched or exceeded their conventional counterparts In a month that produced returns ranging from highs of 8.05% posted by European emerging markets to 7.73% recorded by NASDAQ biotech stocks and 4.97% for Japanese […]
Sustainable Investment Funds Performance Scorecard: October 2019
Summary The growing universe of sustainable mutual funds and ETFs, up to 3,037 and $1.4 trillion in net assets at the end of October, posted an average return of 1.61%[1]. Returns ranged from a high of 8.28% recorded by Eventide Healthcare & Life Sciences Fund I to a low of -11.68% logged in by Amplify […]
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 […]