Calvert (CISIX) vs. The Market
Take a moment and click on the chart to the right. The resulting enlarged version will display a five-year chart plotting the returns of the Calvert Social Index (CISIX) in comparison to the three leading US indexes (NASDAQ, S&P 500 and the Dow).
Of note, you will find that the Calvert Social Index runs in near lockstep with the S&P 500 and the Dow (the former has a slight 5-year advantage). The tech-heavy NASDAQ trounces the group, though a longer time frame (say 10 or 15 years) might prove otherwise.
So, are there any takeaways? I’d like to say that if you intend to invest in indexes tracking the S&P 500 or the Dow, you may as well invest in the CISIX as your returns will be comparable. Unfortunately, such a simplistic statement is somewhat naive, especially given that it would be solely based on a quick 5-year comparison. That said, the Calvert Social Index is a leading SRI fund and should be given strong consideration by investors seeking social responsibility in their investing activities.
If you are interested in reading more about SRI, here are a few relevant posts:
TAGS: Calvert | CISIX | SRI | socially responsible investing
This entry was posted on Sunday, May 6th, 2007 at 10:37 am and is filed under Corporate Social Responsibility, Socially Responsible Investing. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.