The Sustainable (SUSTAIN) Large Cap Equity Fund Index posted a gain of 3.91% versus the S&P 500, up 3.84%.  This was the fourth month in a row that the SUSTAIN Index outperformed. (refer to Chart 1)

Chart 1:  SUSTAIN Large Cap Equity Fund Index Performance Results:  Jan 2020 – Dec 2020

For the ninth month in a row, the SUSTAIN Bond Fund Index exceeded the performance of the Bloomberg Barclays US Aggregate Bond Index.  The SUSTAIN Index also beat the conventional benchmark by 49 bps for the calendar year 2020. (refer to Chart 2) 

Chart 2:  SUSTAIN Bond Fund Index Performance Results:  Jan 2020 – Dec 2020

The SUSTAIN Foreign Fund Index led the conventional benchmark, MSCI ACWI ex USA Index, in the fourth quarter and full calendar year period, having returned 15.66% and 14.51%, respectively. (refer to Chart 3) 

Chart 3:  SUSTAIN Foreign Fund Index Performance Results:  Jan 2020 – Dec 2020

 Notes of Explanation:  Fund performance data source: Morningstar Direct. Analysis and SUSTAIN Index by Sustainable Research and Analysis.

Sustainable Research & Analysis LLC provides a timely monthly snapshot of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and fund closures.  CLICK HERE to request additional information.

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