CISIX vs. The Market [part II]

The Calvert Social Index does quite well against the major US indexes when the range is extended beyond 5 years.After my previous post I decided to look into a broader date range to determine the overall return of the fund in relation to the most common market indexes. To the right, click on the chart to see the maximum range I was able to produce (thank you Google Finance).

The resulting returns are interesting indeed. Not that any of the listed indexes produced the most phenomenal annualized returns during the period, but the Calvert Social Index, in comparison, did quite well.

Note that the chart range begins in April 2001, however, the Calvert Social Index has been around since late June 2000. If you know of a way to massage Google or Yahoo! Finance to produce the full range from June 30, 2000 to the present day, please let me know.

This entry was posted on Sunday, May 6th, 2007 at 12:27 pm 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.

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