The Jantzi Social Index (JSI) is a socially screened, market weighted index modeled on the S&P/TSX 60.
Performance as of March 31, 2010
JSI Index and Benchmark Performance (%)
| |
March |
3 mths |
1 yr |
3 yr |
5 yr |
10 yr |
Inception* |
Inception** |
| JSI |
5.00% |
4.11% |
44.68% |
-0.34% |
7.43% |
4.58% |
5.95% |
80.82% |
| S&P/TSX COMPOSITE |
3.81% |
3.14% |
42.14% |
-0.03% |
7.41% |
4.67% |
5.78% |
77.96% |
| S&P/TSX 60 |
4.11% |
2.56% |
37.41% |
0.55% |
8.27% |
4.34% |
5.68% |
76.10% |
* Annualized
**Cumulative (since 01/01/2000 )
Source: State Street Global Advisors (SSgA)
Disclaimer: Individual portfolio performance will differ and past performance
does not guarantee future returns.
The KLD DS400 is an American market-weighted index of 400 companies that pass multiple social screens.
Performance as of March 31, 2010
KLD Index and Benchmark Performance (%)
| |
Mar 2010 |
Last Qtr |
YTD |
1 yr** |
3 yr** |
5 yr** |
10 yr** |
Inception** |
| KLD's DS400 |
5.66% |
5.02% |
5.02% |
52.94% |
-2.21% |
2.68% |
-1.05% |
9.65% |
| S&P 500 |
6.03% |
5.39% |
5.39% |
49.77% |
-4.17% |
1.92% |
-0.65% |
8.83% |
**Annualized Returns. *** Reflects revised November and December 2006 returns.
Inception dates: Domini 400 Social Index – 5/1/1990 ;
KLD Broad Market Social Index and KLD Large Cap Social Index – 1/1/2001 ;
KLD Select Social Index – 6/1/2004 ; KLD Global Climate
100 Index – 7/1/2005 ; KLD Dividend Achievers Social
Index – 11/1/2006 . Sources: Standard & Poor's,
Russell Indexes, Dow Jones & Co., MSCI via FactSet Research Systems Inc.,
Mergent, Inc.
