Performance

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Investing According to the Social Principles

The actual net returns for each of the Funds as of December 31, 2017:

Monthly Quarterly Year to Date Trailing
12 Months
Equity Fund   0.99% 5.22% 20.20% 20.20%
Balanced   0.82% 3.76%  11.34% 11.34%
Bond -0.02% -0.52% -0.89% -0.89%
Short-Term Income Fund 0.00% -0.28% 0.86%  0.86%

 

Benchmark average annual gross returns for each of the Funds as of December 31, 2017:

 Monthly  Quarterly Year to Date Trailing
12 Months
Equity Fund 1   1.09% 5.48% 22.06%  22.06%
Balanced 2  0.69% 3.24% 14.49%  14.49%
Bond 3 -0.08% -0.12%  3.13%   3.13%
Short-Term Income Fund 4 -0.01% -0.27% 0.45%   0.45%

 

Average Annual Net Returns (2013-2017)

1 Year 3 Year 5 Year
Equity Fund 20.20% 8.91% 11.66%
Balanced Fund 11.34% 6.23% 7.55%
Bond -0.89% 0.80% 0.80%
Short Term Fund  0.86% 0.74% 0.63%

 

Average Annual Benchmark Returns (2013-2017)

  1 Year 3 Year 5 Year
Equity Fund 1 9.76% 10.28% 12.80%
Balanced Fund 2 7.94%  7.21%  8.64%
Bond 3 4.56% 2.77% 2.47%
Short Term Fund 4 0.87% 0.63% 0.58%
1 MSCI EAFE / 40% S&P 500 / 20% S&P 1000
2 MSCI EAFE / 24% S&P 500 / 12% S&P 1000 / 75% Barclay’s Government Credit / 10% ML US High Yield BB 1-10 yr.
3 75% Barclay’s Government Credit / 25% ML US High Yield BB 1-10 yr.
4 Barclay’s 1-3 yr Gov Index