Socially Responsible Mutual Fund Charts: Financial Performance

The Mutual Fund Performance Chart displays all socially responsible mutual funds offered by Social Investment Forum’s institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors. Quick facts about SRI performance >

SIF would like to thank Bloomberg LP for providing the financial performance data for this chart. Bloomberg LP, phone: 212-318-2000 or 415-912-2960; 731 Lexington Ave, New York, NY 10022. Bloomberg LP believes the information herein came from reliable sources but does not guarantee its accuracy.

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Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
Fund Types
BLBalanced
BDBond (Fixed Income)
ELEquity Large Cap
EMEquity Mid-Small Cap
 
ESEquity Specialty
IGInternational/Global
ACAll Cap
  
Data Explanations
-- Data were not applicable or not available when the chart was updated.
Y-T-D Percent return beginning January 1st of the current year or since inception.
1 yr Percent return for the last 12 months or since inception.
N/A Not applicable.
View funds by type:
 Information current as of July 31, 2010
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Fund Type Fund / Benchmark Name Inception Month ASSETS (millions) YTD % 1 yr Annual Aver % 3 yr Annual Aver % 5 yr Annual Aver % 10 yr Annual Aver % Previous Year Return % Management Fee % Expense Ratio % Standard Deviation Benchmark (supplied by the mutual fund)
BD MMA Praxis Intermediate Income - Institutional   05/06 276.33 11.11 9.42 8.43 -- -- 10.79 0.40 0.67 3.14 Barclays Capital U.S. Aggregate
BD MMA Praxis Intermediate Income A   05/99 276.33 10.63 9.02 8.11 5.89 5.86 10.49 0.40 0.92 3.13 Barclays Capital U.S. Aggregate
BD Access Capital Community Investment Fund I   06/98 527.79 8.92 7.89 7.13 5.48 5.85 8.99 0.63 1.07 2.64 Barclays Capital US Securitized Bond [external link]
BD Parnassus Fixed-Income Fund   08/92 170.63 11.40 9.39 7.00 5.96 6.50 7.48 0.50 0.77 3.10 Barclays Capital US Govt/Credit Bond [external link]
BD Domini Social Bond   06/00 112.00 9.07 6.49 6.95 5.22 5.58 5.77 0.40 0.95 2.90 S & P 500 Composite Total Return
BD CNI Charter Funds Full Maturity Fixed Income Fund - Institutional Class   10/98 48.06 11.39 9.20 6.67 5.20 5.62 6.52 0.50 0.75 3.10 Barclays Capital Intermediate US Govt/Credit [external link]
BD CRA Qualified Investment - Institutional   03/07 947.17 9.89 7.19 6.60 -- -- 5.29 0.30 0.51 2.91 Barclays Capital U.S. Aggregate
BD CNI Charter Funds Full Maturity Fixed Income Fund - N Class   05/04 48.06 11.12 8.94 6.41 4.94 -- 6.26 0.50 1.00 3.05 Barclays Capital Intermediate US Govt/Credit [external link]
BD Pax World High Yield Bond Fund - Institutional Investor   06/04 370.14 8.49 14.08 6.33 6.34 -- 38.72 0.50 0.72 6.98 Merrill Lynch High Yield Master I
BD CRA Qualified Investment - Retail   03/07 947.17 9.52 6.73 6.21 -- -- 4.84 0.30 0.84 2.90 Barclays Capital U.S. Aggregate
BD CRA Qualified Investment   08/99 947.17 9.39 6.70 6.15 4.86 5.56 4.81 0.30 0.96 2.95 Barclays Capital U.S. Aggregate
BD Pax World High Yield Bond Fund - Individual Investor   10/99 370.14 7.99 13.77 6.10 6.17 6.21 38.60 0.50 0.97 6.93 Merrill Lynch High Yield Master I
BD Calvert Social Investment Bond I   03/00 870.29 10.45 11.14 5.62 5.20 7.55 11.57 0.45 0.52 2.84 Barclays Capital U.S. Credit
BD Pax World High Yield Bond Fund R   04/07 370.14 7.97 13.69 5.42 -- -- 38.20 0.50 1.22 6.97 Merrill Lynch High Yield Master I
BD Calvert Social Investment Bond Y   03/00 870.29 10.07 10.64 5.12 4.65 6.28 11.09 0.65 0.92 2.86 Barclays Capital U.S. Credit
BD Calvert Social Investment Bond A   08/87 870.29 9.80 10.47 4.99 4.57 6.24 10.86 0.65 1.14 2.85 Barclays Capital U.S. Credit
EM CNI Charter Funds Limited Maturity Fixed Income Fund - Institutional Class   12/88 41.32 4.05 3.87 4.97 4.40 4.17 5.54 0.50 0.75 1.56 --
EM Appleseed Fund   12/06 138.75 -5.20 14.48 4.96 -- -- 59.66 1.00 1.24 13.55 S & P 500 Composite Total Return
BD CNI Charter Funds Limited Maturity Fixed Income Fund - N Class   10/04 41.32 3.80 3.53 4.72 4.15 -- 5.29 0.50 1.00 1.57 --
BD Calvert Social Investment Bond C   06/98 870.29 8.87 9.52 4.16 3.73 5.26 9.98 0.65 1.92 2.83 Barclays Capital U.S. Credit
BD Calvert Social Investment Bond B   04/98 870.29 8.60 9.26 3.94 3.55 5.18 9.78 0.65 2.11 2.83 Barclays Capital U.S. Credit
ES Parnassus Workplace Fund   04/05 115.07 -5.60 12.31 3.94 6.22 -- 62.13 0.85 1.20 19.67 S & P 500 Composite Total Return
EM Parnassus Small-Cap Fund   04/05 225.85 15.05 20.08 2.85 6.30 -- 42.50 1.00 1.20 21.90 Russell 2000
ES Gabelli SRI Green Fund Inc I   06/07 9.45 -12.61 18.45 1.54 -- -- 68.13 1.00 1.76 25.92 MSCI EAFE Equity
ES Calvert Conservative Allocation Fund A   04/05 39.28 6.67 11.07 1.40 3.18 -- 16.33 0.00 0.44 6.05 Custom [external link]
ES Gabelli SRI Green Fund Inc A   06/07 9.45 -12.96 18.02 1.28 -- -- 67.76 1.00 2.01 25.93 MSCI EAFE Equity
ES Gabelli SRI Green Fund Inc AAA   06/07 9.45 -12.79 18.12 1.28 -- -- 67.66 1.00 2.01 25.94 MSCI EAFE Equity
EL Parnassus Equity Income Fund   08/92 2,985.99 -3.21 13.57 1.23 4.88 5.46 28.73 0.65 0.99 14.98 S & P 500 Composite Total Return
ES Gabelli SRI Green Fund Inc C   06/07 9.45 -13.57 17.23 0.52 -- -- 66.51 1.00 2.76 25.94 MSCI EAFE Equity
BD Barclays Capital U.S. Aggregate (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
BL Blend: 60% SP 500-- 40% B Aggregate (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
ES Calvert Conservative Allocation Fund C   04/05 39.28 5.37 9.70 0.00 1.81 -- 14.74 0.00 1.88 6.01 Custom [external link]
EL FTSE KLD 400 Social (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
IG MSCI EAFE Equity (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
IG MSCI World (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
IG MSCI World ex USA (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
EM S & P 400 Midcap Total Return (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
EL S & P 500 Composite Total Return (Benchmark)   0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -- -- N/A
EM Parnassus Mid-Cap Fund   04/05 27.98 3.19 19.04 -1.13 3.04 -- 36.27 0.85 1.20 14.42 Russell Midcap Index [external link]
EL Parnassus Fund   12/84 389.74 -0.25 13.04 -1.14 3.59 -0.31 47.94 0.67 0.99 21.89 S & P 500 Composite Total Return
BL Walden Social Balanced Fund   06/99 41.92 2.63 10.00 -1.32 1.56 2.26 14.88 0.75 1.00 9.77 Blended [external link]
BL Legg Mason Prt Social Awareness Fund A   11/92 156.17 -0.04 10.36 -1.52 1.23 0.69 23.19 0.65 1.29 12.24 Blend: 60% SP 500-- 40% B Aggregate
BL Legg Mason Prt Social Awareness Fund C   05/93 156.17 -0.50 9.91 -2.04 0.65 0.02 22.53 0.65 1.80 12.19 Blend: 60% SP 500-- 40% B Aggregate
EL Walden Social Equity Fund   06/99 73.14 4.11 16.39 -2.23 1.33 2.37 24.52 0.75 1.00 15.22 S & P 500 Composite Total Return
BL Legg Mason Prt Social Awareness Fund B   02/87 156.17 0.37 10.10 -2.27 0.37 -0.17 21.80 0.65 2.46 11.76 Blend: 60% SP 500-- 40% B Aggregate
BL Green Century Balanced   03/92 53.38 0.23 8.07 -2.41 0.27 -1.28 22.44 0.65 1.38 11.24 Lipper Balanced Fund Index [external link]
EL Calvert Social Investment Equity I   11/99 1,287.69 -0.43 13.52 -2.54 1.26 -- 34.21 0.60 0.70 16.13 S & P 500 Composite Total Return
EM Ariel Appreciation Fund   12/89 1,327.19 0.63 28.32 -2.83 1.11 6.88 62.96 0.69 1.25 25.13 Russell Mid Cap Value
EM Calvert Capital Accumulation A   10/94 104.76 12.04 26.39 -2.86 -0.36 -1.47 30.35 0.90 1.88 17.27 Russell Mid Cap Growth
EL Calvert Social Investment Equity A   08/87 1,287.69 -0.96 12.91 -3.07 0.70 2.17 33.42 0.70 1.28 16.13 S & P 500 Composite Total Return
BL Calvert Social Investment Balanced A   10/82 770.21 2.49 10.90 -3.17 0.28 0.53 23.94 0.70 1.28 10.71 Custom [external link]
EM Azzad Ethical Mid Cap Fund   11/00 8.74 0.82 30.34 -3.39 2.38 -- 53.75 0.80 1.90 20.49 S & P 400 Midcap Total Return
ES Calvert Moderate Allocation Fund A   04/05 112.42 1.99 10.48 -3.58 0.86 -- 21.92 0.00 0.80 11.63 Custom [external link]
EM Calvert Capital Accumulation C   10/94 104.76 11.20 25.39 -3.61 -1.14 -2.26 29.31 0.90 2.70 17.23 Russell Mid Cap Growth
ES Total Return Utilities Fund   06/95 21.02 2.57 16.06 -3.64 3.11 2.14 30.64 1.00 2.00 15.42 Russell 3000 Utilities [external link]
EL Calvert Social Investment Equity C   03/94 1,287.69 -1.74 12.02 -3.84 -0.08 1.35 32.37 0.70 2.08 16.11 S & P 500 Composite Total Return
EM Calvert Capital Accumulation B   04/98 104.76 10.83 25.06 -3.85 -1.31 -2.37 28.90 0.90 2.99 17.25 Russell Mid Cap Growth
EL Calvert Social Investment Equity B   03/98 1,287.69 -1.86 11.88 -3.93 -0.17 0.76 32.21 0.70 2.22 16.13 S & P 500 Composite Total Return
BL Calvert Social Investment Balanced C   03/94 770.21 1.73 9.96 -4.02 -0.63 -0.44 22.78 0.70 2.21 10.66 Custom [external link]
BL Pax World Balanced Fund - Institutional Investor   04/07 1,872.41 -1.12 7.06 -4.09 -- -- 21.70 0.50 0.73 12.50 --
BL Calvert Social Investment Balanced B   04/98 770.21 1.51 9.80 -4.15 -0.71 -1.39 22.64 0.70 2.35 10.68 Custom [external link]
EL Pax World Growth Fund - Institutional Investor   04/07 99.43 3.25 16.35 -4.22 -- -- 39.34 0.75 1.20 17.42 Russell 3000 Growth
EL Russell 3000 Growth (Benchmark)   0.00 -0.67 13.88 -4.22 0.83 -3.79 0.00 -- -- -- N/A
EM Russell 2000 (Benchmark)   0.00 4.79 18.43 -4.32 0.47 4.03 0.00 0.00 -- -- N/A
BL Pax World Balanced Fund - Individual Investor   08/71 1,872.41 -1.34 6.80 -4.33 0.55 1.96 21.35 0.50 0.98 12.51 --
ES Calvert Moderate Allocation Fund C   04/05 112.42 1.23 9.66 -4.34 0.02 -- 20.95 0.00 1.60 11.65 Custom [external link]
EL Pax World Growth Fund R   04/07 99.43 2.59 15.67 -4.61 -- -- 38.68 0.75 1.70 17.44 Russell 3000 Growth
EL MMA Praxis Growth Index Fund - Institutional   05/07 23.99 -3.33 11.90 -4.62 -- -- 34.46 0.30 0.81 16.84 MSCI U.S. Prime Market Growth Index [external link]
EM Pax World Growth Fund - Individual Investor   06/97 99.43 2.95 15.98 -4.68 -0.85 -1.43 38.94 0.75 1.45 17.34 Russell 3000 Growth
EL Russell Mid Cap Growth (Benchmark)   0.00 3.34 20.17 -4.74 1.57 -0.68 0.00 -- -- -- N/A
EM Calvert Small Cap Value Fund I   04/05 54.35 11.54 16.35 -4.84 -0.43 -- 21.63 0.95 0.92 20.25 Russell 2000 Value
EL MMA Praxis Growth Index Fund A   05/07 23.99 -3.73 11.54 -4.89 -- -- 34.38 0.30 0.93 16.83 MSCI U.S. Prime Market Growth Index [external link]
EL Russell 2000 Value (Benchmark)   0.00 5.38 20.11 -4.97 -0.24 7.87 0.00 -- -- -- N/A
EL TIAA-CREF Social Choice Eq Retail   03/06 795.94 0.60 16.13 -4.97 -- -- 32.19 0.15 0.61 17.31 Russell 3000
EL TIAA-CREF Social Choice Eq Retire   10/02 795.94 0.54 16.09 -5.09 0.44 -- 32.01 0.15 0.45 17.23 Russell 3000
EL Domini Social Equity A   05/05 1.70 4.38 57.19 -5.44 -- -- 0.74 4.75 4.11 16.89 S & P 500 Composite Total Return
EL Russell Mid Cap Value (Benchmark)   0.00 6.50 26.14 -5.45 1.22 8.08 0.00 -- -- -- N/A
IG Portfolio 21 Institutional   04/07 344.15 -2.89 9.25 -5.48 -- -- 31.51 0.95 1.20 16.71 MSCI World
EM Calvert Small Cap Value Fund A   10/04 54.35 10.68 15.47 -5.57 -1.19 -- 20.73 0.95 1.69 20.25 Russell 2000 Value
EL Domini Institutional Social Equity -- Institutional   05/96 701.46 -0.52 15.08 -5.57 -0.30 -1.34 36.22 0.30 0.65 16.85 S & P 500 Composite Total Return
EL Domini Social Equity R   11/03 701.46 -0.34 15.05 -5.57 -0.35 -- 36.14 0.30 0.85 16.81 S & P 500 Composite Total Return
EL Neuberger Berman Socially Resp Inv   03/94 1,204.59 7.75 17.59 -5.59 1.24 3.99 30.61 0.78 0.93 16.16 S & P 500 Composite Total Return
EL Neuberger Berman Socially Resp Tr   03/97 1,204.59 7.60 17.40 -5.76 1.05 3.78 30.34 0.92 1.13 16.17 S & P 500 Composite Total Return
IG Portfolio 21   09/99 344.15 -3.23 8.90 -5.77 4.59 2.84 31.15 0.95 1.50 16.70 MSCI World
EL Domini Social Equity I   06/91 701.46 -1.01 14.51 -5.92 -0.70 -1.79 35.56 0.30 1.18 16.89 S & P 500 Composite Total Return
EL Green Century Equity   06/91 47.41 -3.40 12.39 -5.93 -0.88 -2.15 30.37 0.25 0.95 17.03 S & P 500 Composite Total Return
EL Ariel Focus Fund   06/05 54.18 -4.18 14.77 -6.31 -- -- 33.46 0.75 1.25 19.18 Russell 1000 Value [external link]
EM Russell 3000 (Benchmark)   0.00 0.47 14.82 -6.34 0.05 -0.07 0.00 0.00 -- -- N/A
EM Ariel Fund   11/86 1,927.85 6.88 32.43 -6.39 -1.66 6.55 63.42 0.58 1.14 27.86 Russell 2500 Value [external link]
EM Calvert Small Cap Value Fund C   04/05 54.35 9.62 14.39 -6.45 -2.12 -- 19.78 0.95 2.69 20.25 Russell 2000 Value
EL Calvert Social Index I   06/00 108.19 -0.83 14.55 -6.46 -0.87 -2.50 34.84 0.33 0.21 17.90 Calvert Social
EL Russell 1000 (Benchmark)   0.00 0.11 14.51 -6.51 0.02 -0.39 0.00 0.00 -- -- N/A
EM Calvert Mid Cap Value Fund I   06/05 39.90 2.45 16.31 -6.73 -0.61 -- 29.25 0.75 0.86 21.11 Russell Mid Cap Value
IG Calvert International Opportunities Fund I   05/07 33.58 0.61 14.38 -6.81 -- -- 35.39 0.95 1.21 18.10 S & P Developed BMI Ex-U.S. Small Cap [external link]
EL Calvert Social Index A   06/00 108.19 -1.35 13.90 -6.97 -1.42 -2.98 34.11 0.45 0.75 17.85 Calvert Social
ES Calvert Aggressive Allocation Fund A   06/05 58.56 -0.26 10.76 -7.03 -0.66 -- 26.18 0.00 0.43 15.81 Custom [external link]
EM CNI Charter Funds Socially Responsible Equity - Institutional   01/05 61.00 4.01 16.88 -7.10 -0.41 -- 23.07 0.75 0.97 15.15 FTSE KLD 400 Social
EM MMA Praxis Small Cap Fund - Instiutional   05/07 25.39 5.74 14.79 -7.20 -- -- 29.97 0.85 1.36 19.22 Russell 2000
IG Calvert International Opportunities Fund A   05/07 33.58 0.00 13.84 -7.24 -- -- 34.87 1.15 1.67 18.11 S & P Developed BMI Ex-U.S. Small Cap [external link]
EM CNI Charter Funds Socially Responsible Equity - N Class   08/05 61.00 4.03 16.63 -7.27 -- -- 22.66 0.75 1.22 15.17 FTSE KLD 400 Social
EL Calvert Social Investment Enhanced Equity A   04/98 72.99 2.29 15.95 -7.33 -1.83 -0.45 29.59 0.75 1.43 17.64 Russell 1000
EM Calvert Mid Cap Value Fund A   10/04 39.90 1.71 15.55 -7.36 -1.31 -- 28.30 0.90 1.59 21.08 Russell Mid Cap Value
EM MMA Praxis Small Cap Fund A   05/07 25.39 5.30 14.58 -7.43 -- -- 29.73 0.85 1.49 19.05 Russell 2000
EL Calvert Social Index B   06/00 108.19 -2.27 12.75 -7.86 -2.37 -3.90 32.77 0.45 1.75 17.94 Calvert Social
EL Calvert Social Index C   06/00 108.19 -2.44 12.76 -7.90 -2.39 -3.92 32.93 0.45 1.75 17.77 Calvert Social
EL Calvert Social Investment Enhanced Equity C   06/98 72.99 1.43 14.88 -8.13 -2.68 -2.06 28.39 0.75 2.41 17.61 Russell 1000
EM Calvert Mid Cap Value Fund C   04/05 39.90 0.71 14.41 -8.28 -2.27 -- 27.08 0.90 2.59 21.12 Russell Mid Cap Value
ES Calvert Aggressive Allocation Fund C   06/05 58.56 -1.48 9.29 -8.31 -1.96 -- 24.28 1.35 2.85 15.76 Custom [external link]
EM CNI Charter Funds Diversified Equity Fund - Institutional Class   10/88 64.64 -4.09 10.79 -8.40 -1.73 0.92 28.46 0.75 0.98 17.19 S & P 500 Composite Total Return
EL Calvert Social Investment Enhanced Equity B   04/98 72.99 1.05 14.50 -8.42 -2.89 -2.17 27.78 0.75 2.83 17.59 Russell 1000
EM Calvert New Vision Small Cap A   01/97 80.30 2.86 12.14 -8.62 -5.23 -0.94 17.13 1.00 1.89 19.61 Russell 2000
EM CNI Charter Funds Diversified Equity Fund - N Class   12/02 64.64 -4.42 10.51 -8.65 -2.00 -- 28.06 0.75 1.23 17.13 S & P 500 Composite Total Return
EL Sentinel Sustainable Core Opportunities Fund I   04/06 186.26 -1.54 11.86 -8.69 -- -- 30.48 0.70 0.86 16.07 S & P 500 Composite Total Return
EL Sentinel Sustainable Core Opportunities Fund   06/96 186.26 -1.85 11.36 -9.15 -1.84 0.12 29.59 0.70 1.47 15.98 S & P 500 Composite Total Return
EL Calvert Large Cap Growth I   08/94 649.26 -6.25 10.60 -9.19 -2.24 -1.79 33.42 0.57 0.67 17.09 S & P 500 Composite Total Return
EL MMA Praxis Core Stock Fund - Institutional   05/06 165.46 -3.46 13.28 -9.22 -- -- 29.35 0.74 1.08 15.54 S & P 500 Composite Total Return
EM Calvert New Vision Small Cap C   01/97 80.30 1.84 11.11 -9.53 -6.11 -1.82 15.93 1.00 2.93 19.64 Russell 2000
EL MMA Praxis Core Stock Fund A   05/99 165.46 -4.08 12.72 -9.57 -3.23 -1.93 29.01 0.74 1.44 15.52 S & P 500 Composite Total Return
EL Calvert Large Cap Growth Y   10/00 649.26 -6.65 10.19 -9.59 -2.71 -- 33.03 0.67 1.02 17.06 S & P 500 Composite Total Return
EL Calvert Large Cap Growth A   08/94 649.26 -6.81 9.92 -9.73 -2.81 -2.35 32.59 0.67 1.27 17.08 S & P 500 Composite Total Return
EM Calvert New Vision Small Cap B   04/98 80.30 1.40 10.61 -9.82 -6.33 -2.00 15.43 1.00 3.30 19.60 Russell 2000
EM Sentinel Sustainable Growth Opportunities Fund   02/94 104.98 7.15 17.77 -10.10 -1.84 -5.67 33.30 1.00 1.75 16.20 Russell Mid Cap Growth
EL Calvert Large Cap Growth C   10/00 649.26 -7.54 9.05 -10.44 -3.56 -- 31.49 0.67 2.13 17.07 S & P 500 Composite Total Return
EL Calvert Large Cap Growth B   10/00 649.26 -7.75 8.88 -10.56 -3.65 -- 31.35 0.67 2.27 17.09 S & P 500 Composite Total Return
EL MMA Praxis Value Index - Institutional   05/06 57.40 3.44 15.64 -10.63 -- -- 22.82 0.30 0.73 17.35 MSCI US Prime Market Value Index [external link]
EL MMA Praxis Value Index A   05/01 57.40 2.20 14.89 -11.02 -2.98 -- 22.64 0.30 1.01 17.40 MSCI US Prime Market Value Index [external link]
IG MMA Praxis International - Institutional   05/06 89.55 -4.30 7.69 -11.33 -- -- 15.23 0.90 1.39 19.75 MSCI EAFE Equity
IG MMA Praxis International A   05/99 89.55 -5.34 6.81 -11.76 -0.22 -2.40 14.75 0.90 1.70 19.77 MSCI EAFE Equity
IG Domini European PacAsia Social Equity A   12/06 117.59 -5.56 5.35 -12.83 -- -- 28.99 1.00 1.57 19.08 MSCI EAFE Equity
IG Domini European PacAsia Social Equity I   12/06 117.59 -5.48 5.34 -13.21 -- -- 28.68 1.00 1.60 19.14 MSCI EAFE Equity
IG Calvert World Values International I   02/99 358.91 -3.91 4.38 -14.56 -1.11 -0.43 22.88 0.89 1.07 18.38 MSCI EAFE Investable Market [external link]
IG Calvert World Values International A   07/92 358.91 -4.66 3.54 -15.20 -1.81 -1.57 21.74 1.09 1.86 18.40 MSCI EAFE Investable Market [external link]
EM Winslow Green Growth Fund - Institutional   05/06 276.12 -10.53 5.46 -15.53 -- -- 49.84 0.90 1.20 26.69 Russell 2000 Growth [external link]
EM Winslow Green Growth Fund   05/94 276.12 -10.74 5.26 -15.75 -4.63 -1.16 49.34 0.90 1.45 26.66 Russell 2000 Growth [external link]
IG Calvert World Values International C   03/94 358.91 -5.44 2.68 -15.92 -2.63 -2.46 20.71 1.09 2.79 18.34 MSCI EAFE Investable Market [external link]
IG Calvert World Values International B   04/98 358.91 -5.71 2.43 -16.13 -2.83 -2.70 20.30 1.09 3.10 18.33 MSCI EAFE Investable Market [external link]
IG Calvert Global Alternative Energy Fund I   05/07 194.25 -30.30 -17.87 -19.30 -- -- 23.63 1.15 1.40 25.69 MSCI World
IG Calvert Global Alternative Energy Fund A   05/07 194.25 -30.76 -18.25 -19.68 -- -- 23.04 1.35 1.85 25.69 MSCI World
BD Access Capital Community Investment Fund A   01/09 527.79 8.65 7.62 -- -- -- 0.00 0.63 0.81 2.64 Barclays Capital US Securitized Bond [external link]
EL Barclays Capital U.S. Credit (Benchmark)   0.00 0.00 -- -- -- -- 0.00 -- -- -- N/A
EM Calvert Aggressive Allocation Fund I   02/08 58.56 0.00 10.91 -- -- -- 26.25 0.15 1.28 15.79 Custom [external link]
IG Calvert Global Alternative Energy Fund C   08/07 194.25 -31.48 -19.06 -- -- -- 21.93 1.35 2.85 25.66 MSCI World
IG Calvert Global Water Fund   09/08 35.17 -4.27 8.47 -- -- -- 28.75 1.35 1.85 16.59 MSCI World
IG Calvert Global Water Fund C   09/08 35.17 -5.21 7.43 -- -- -- 27.47 1.35 2.85 16.54 MSCI World
IG Calvert Global Water Fund Y   09/08 35.17 -3.93 8.85 -- -- -- 28.88 1.35 1.60 16.57 MSCI World
IG Calvert International Opportunities Fund Y   10/08 33.58 0.31 14.18 -- -- -- 35.30 1.15 1.41 18.06 S & P Developed BMI Ex-U.S. Small Cap [external link]
IG Calvert International Opportunties Fund C   08/07 33.58 -0.75 12.98 -- -- -- 33.72 1.15 2.51 18.08 S & P Developed BMI Ex-U.S. Small Cap [external link]
ES Calvert Moderate Allocation Fund I   04/05 112.42 2.57 11.11 -- -- -- 22.60 0.15 2.35 11.66 Custom [external link]
EL Calvert Social (Benchmark)   0.00 0.00 -- -- -- -- 0.00 -- -- -- N/A
EL Calvert Social Investment Equity Y   10/08 1,287.69 -0.73 13.19 -- -- -- 33.85 0.70 0.96 16.14 S & P 500 Composite Total Return
IG Calvert World Values International Y   10/08 358.91 -4.11 4.03 -- -- -- 22.32 1.09 1.39 18.36 MSCI EAFE Investable Market [external link]
EL FTSE Environmental Opportunities Index Series (Benchmark)   0.00 0.00 -- -- -- -- 0.00 -- -- -- N/A
EL Merrill Lynch High Yield Master I (Benchmark)   0.00 0.00 -- -- -- -- 0.00 -- -- -- N/A
EL Neuberger Berman Socially Resp R3   06/09 1,204.59 7.38 17.04 -- -- -- 0.00 0.76 1.36 16.14 S & P 500 Composite Total Return
EL Neuberger Berman Socially Responsive A   06/09 1,204.59 7.63 17.43 -- -- -- 0.00 0.76 1.11 16.17 S & P 500 Composite Total Return
EL Neuberger Berman Socially Responsive C   06/09 1,204.59 6.78 16.58 -- -- -- 0.00 0.76 1.86 16.16 S & P 500 Composite Total Return
EL Neuberger Berman Socially Responsive I   11/07 1,204.59 8.09 17.81 -- -- -- 30.83 0.67 0.75 16.15 S & P 500 Composite Total Return
IG Nile Pan Africa Fund   04/10 0.85 0.00 -- -- -- -- 0.00 1.50 -- -- --
IG Pax World Global Green Fund - Individual Investor   03/08 25.32 -6.24 6.00 -- -- -- 37.53 0.90 1.40 18.05 FTSE Environmental Opportunities Index Series
IG Pax World Global Green Fund - Institutional Class   03/08 25.32 -5.87 6.35 -- -- -- 37.79 0.90 1.15 17.97 FTSE Environmental Opportunities Index Series
IG Pax World Global Green Fund R   03/08 25.32 -6.44 5.71 -- -- -- 37.16 0.90 1.65 17.96 FTSE Environmental Opportunities Index Series
IG Pax World International Fund - Individual Investor   03/08 20.47 -5.58 5.85 -- -- -- 39.14 0.85 1.40 16.63 MSCI EAFE Equity
IG Pax World International Fund - Institutional Class   03/08 20.47 -5.20 6.29 -- -- -- 39.70 0.85 1.15 16.57 MSCI EAFE Equity
IG Pax World International Fund R   03/08 20.47 -5.81 5.52 -- -- -- 38.65 0.85 1.65 16.66 MSCI EAFE Equity
EM Pax World Small Cap Fund - Individual Investor   03/08 6.68 12.96 18.72 -- -- -- 36.87 0.75 1.24 19.39 Russell 2000
EM Pax World Small Cap Fund - Institutional Class   03/08 6.68 13.13 18.94 -- -- -- 37.29 0.75 0.99 19.30 Russell 2000
EM Pax World Small Cap Fund R   03/08 6.68 12.60 18.39 -- -- -- 36.58 0.75 1.49 19.46 Russell 2000
ES Pax World Women's Equity Fund - Individual Investor   10/07 32.13 -6.36 4.71 -- -- -- 25.76 0.75 1.24 16.77 Russell 3000
ES Pax World Women's Equity Fund - Institutional Class   10/07 32.13 -6.14 4.96 -- -- -- 26.12 0.75 0.99 16.78 Russell 3000
EL TIAA-CREF Social Choice Eq Premier   09/09 41.34 0.55 -- -- -- -- 0.00 0.15 0.37 -- Russell 3000
EM Walden Small Cap Innovations Fund   10/08 26.20 9.96 20.17 -- -- -- 31.77 0.75 1.00 18.51 Russell 2000


About Benchmarks. A performance index is an unmanaged, often weighted portfolio of securities, the performance of which is used as a benchmark for measuring performance of investments such as mutual funds or of markets in general. Benchmarks reported in this chart include:
Barclays Capital U.S. Aggregate An index of bonds
Blend: 60% S&P 500-- 40% BC Aggregate Combines Standard & Poor's 500 Index with the Barclays Capital Aggregate Bond.
FTSE KLD 400 Social An index created by Kinder, Lydenberg, Domini & Co., Inc to reflect the behavior of stocks of companies that the socially responsible investor might purchase.
MSCI EAFE Equity An index measuring the performance of European, Australian and Far East equities; a useful benchmark for international funds.
MSCI World An index measuring the performance of the equities of developed countries including U.S.; a useful benchmark for global funds.
MSCI World ex USA An index measuring the performance of the equities of developed countries excluding U.S.
S & P 400 Midcap Total Return Standard & Poor's index of 400 midcap stocks
S & P 500 Composite Total Return Standard & Poor’s index of 500 large cap stocks.
Russell 2000 An index of small cap stocks. (This index plus the Russell 1000 make up the Russell 3000.
Russell Mid Cap Growth A subset of the Russell MidCap Index, which in turn is a subset of the approximately 800 smallest companies in the Russell 1000. The growth segment consists of Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values.
Russell 3000 A broad cap index of the top 3,000 U.S. stocks by market cap; covers 98% of the U.S. equity investable universe.
Russell 1000 The largest 1,000 stocks by market cap.
[Custom] The fund uses a custom index, which may be a blend of two or more standard indices. See the fund’s factsheet for more details.

Please Note: The Social Investment Forum cannot guarantee the accuracy or completeness of the information in this chart and assumes no liability for its use. This chart should not be construed as a guarantee of future return for any fund, nor an endorsement of any investment product. Ask for prospectus, read all materials and consult an investment advisor prior to investing.

About the Chart: Mutual Funds data do not reflect deduction of any applicable sales charges. Mutual fund performance information is always presented net of expenses.

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