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Portfolio Performance

Summary Buoyed by robust economic growth and strong corporate earnings, the S&P 500 Index eked out narrow gain of 0.57% in September even as US stock markets reached all-time new highs. Bonds closed the month lower, posting negative results...
Summary Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with news that...
Summary S&P 500 Index recorded best gain since January, up 3.72%, while bonds posted an increase of 0.02%; SUSTAIN Large Cap Equity Fund Index and the SUSTAIN Bond Fund Indicator outperformed, up 3.93% and 0.06%, respectively. Strong corporate earnings...
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The S&P 500 Index...
Summary U.S. Stocks as well as investment-grade bonds delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack The SUSTAIN Equity Fund Index gained 1.35% but lagged behind the S&P 500 Index...
Summary Market returns were mixed in April: The S&P 500 Index eked out a slim gain of 0.38% while investment-grade bonds posted a decline of -0.74%. Riskier sustainable model portfolios outperformed more conservative counterparts in April. Sustainable funds registered...

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