SUSTAIN Large Cap Equity Index Gives Up -5.6% in May; Bond Funds Gain 1.74%
Major US stock indexes close the month of May down in excess of 6%, recording their worst monthly performance since December 2018 Major US stock indexes lost more than 1% on the last trading day of May to close the month down in excess of 6%, their first calendar month decline for the year and […]
April 2019 Sustainable Investment Funds Performance Scorecard
Summary High yield and bank loan funds were the best performing fixed income funds in April while global and emerging market bond funds posted the worst results. Returns ranged from a high of 1.88% to a low of -0.4%. In the equity and all other funds segment, alternative energy, solar and clean tech led the […]
S&P Dow Jones Indices Launches S&P 500 ESG Index
S&P 500 ESG Index: Another portfolio tool for asset owners and investors The announced launch of the S&P 500 ESG Index on April 8, 2019 gives investors yet another benchmark or tool with which to evaluate the performance of the large cap equity market in the US, qualified on the basis of minimum ESG scores […]
SUSTAIN Indices Beat Conventional Benchmarks in April, Posting Gains of 4.16% and 0.16%
Major US stock market indices recorded their best four-month start to a year since at least 1999; S&P 500 gains 4.05% in April Major US stock market indexes recorded their best four-month start to a year since at least 1999, the latest milestone fueled by a more accommodative Federal Reserve Bank and upbeat economic prospects […]
March 2019 Sustainable Investment Funds Performance Scorecard
Notes of Explanation covering fixed income funds. Results are total returns. Fixed income funds include short and long-term taxable and tax-exempt bond funds and ETFs, a total of 432 funds/share classes, ETFs, ETNs with performance for the full month of March 2019. Top 10 defined as top 10 funds which may include a larger number […]
SUSTAIN equity and bond fund indexes post gains of 2.0% and 1.85% in March
U.S. stocks, as measured by the S&P 500 Index, ended the month of March up 1.94% while investment grade intermediate bonds, based on the Bloomberg Barclays US Aggregate Index end the month up 1.92% or just 4 basis points shy of equities U.S. stocks, as measured by the S&P 500 Index, ended the month of […]
SUSTAIN equity and bond fund indexes outperform in Feb. 2019, up 3.77% & 0.15%
February Results: S&P 500 up 3.21% while sustainable large cap equity funds gain 3.77% After posting a gain of 8.01% in January, the best monthly results since October 2015, the S&P 500 Index recorded another consecutive increase in February. The index added 3.21% and extended its year-to-date gain to 11%, thus erasing and exceeding December’s […]
February 2019 Sustainable Investment Funds Performance Scorecard
1. Applies only to environmental and social considerations. 2. Fund announced closure effective March 20, 2019. Notes of Explanation covering equity and all other equity related funds: Results are total returns. Equity funds include all US and international equity as well as all other funds, except for fixed income funds, a total of 1,150 funds/share […]