The Jantzi Social Index (JSI) is a socially screened, market weighted index modeled on the S&P/TSX 60.
Performance as of January 31, 2009
JSI Index and Benchmark Performance (%)
| |
Jan 2009 |
3 mths |
6 mths |
1 yr |
3 yr* |
5 yr* |
Inception* |
Inception** |
| JSI |
-3.28% |
-15.47% |
-37.65% |
-34.00% |
-8.72% |
1.06% |
2.04% |
20.17% |
| S&P/TSX COMPOSITE |
-2.96% |
-10.00% |
-34.84% |
-31.77% |
-7.58% |
2.78% |
2.39% |
23.98% |
| S&P/TSX 60 |
-3.15% |
-10.68% |
-34.49% |
-30.35% |
-5.92% |
4.06% |
2.58% |
26.04% |
* 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 January 31, 2009
KLD Index and Benchmark Performance (%)
| |
Jan 2009 |
Last Qtr |
YTD |
1 yr** |
3 yr** |
5 yr** |
10 yr** |
Inception** |
| KLD's DS400 |
-8.47% |
-21.43% |
-8.47% |
-36.73% |
-11.87% |
-4.89% |
-3.26% |
7.88% |
| S&P 500 |
- 8.43% |
- 21.94% |
-8.43% |
-38.63% |
-11.78% |
- 4.24% |
-2.65% |
7.24% |
**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.
