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The Fund Performance Table can be used in three ways: 1.) view this table in its current format, 2.) reorganize this table by selecting a performance period in the drop down menu (at the top of the table), then click the "Sort by" button, 3.) view more information about a specific fund by clicking on the fund name.

Please note that all performance statistics are based on Net Asset Value.

Fund Performance (08/31/18)
Domestic Equity FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Allegiance4.10%11.69%9.86%8.98%7.26%6.82%03/97
Appleseed Fund-0.15%6.62%7.06%3.67%7.33%6.29%12/06
Ariel Appreciation2.57%12.83%9.43%9.74%10.70%10.72%12/89
Ariel Focus Fund5.56%15.06%11.68%9.06%7.36%6.26%06/05
Ariel Fund5.96%18.55%12.61%12.48%11.40%11.46%11/86
Azzad Ethical Income Fund      
Azzad Ethical Mid Cap Fund14.34%23.57%11.74%10.63%9.93%6.25%12/00
Calvert Capital Accumulation A10.66%18.07%7.68%8.80%8.72%8.08%10/94
Calvert Capital Accumulation B      
Calvert Capital Accumulation C10.12%17.16%6.87%7.97%7.87%7.23%10/94
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Large Cap Growth A      
Calvert Large Cap Growth B      
Calvert Large Cap Growth C      
Calvert Mid Cap Value A      
Calvert Mid Cap Value C      
Calvert New Vision Small Cap A      
Calvert New Vision Small Cap B      
Calvert New Vision Small Cap C      
Calvert Small Cap Value A12.99%24.11%14.47%12.69%10.28%8.15%10/04
Calvert Small Cap Value C12.41%23.19%13.60%11.84%9.37%7.17%04/05
Calvert Social Index A10.62%19.74%14.58%14.06%10.56%4.41%06/00
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Social Index B      
Calvert Social Index C10.10%18.84%13.73%13.20%9.61%3.45%06/00
CNI Charter Socially Responsible Equity N4.31%18.40%9.86%8.24%5.91%5.52%08/05
CSIF Enhanced Equity Portfolio A      
CSIF Enhanced Equity Portfolio B      
CSIF Enhanced Equity Portfolio C      
CSIF Equity Portfolio A13.29%23.32%14.70%14.29%10.30%8.69%08/87
CSIF Equity Portfolio B      
CSIF Equity Portfolio C12.75%22.41%13.82%13.44%9.47%8.00%03/94
Domini Social Equity A5.77%12.97%10.33%10.30% 13.30%11/08
Domini Social Equity Fund5.74%12.93%10.33%10.32%8.64%8.45%06/91
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini Social Equity R5.82%13.25%10.65%10.66%9.00%7.35%11/03
Dreyfus Premier Third Century A8.23%12.07%12.03%11.05%9.21%9.42%08/99
Dreyfus Premier Third Century B      
Dreyfus Premier Third Century C7.78%11.25%11.18%10.23%8.40%8.61%08/99
Dreyfus Premier Third Century T      
Dreyfus Premier Third Century Z8.39%12.33%12.26%11.28%9.47%9.53%03/72
Dreyfus Socially Resp Growth S8.27%12.13%12.15%11.17%9.38%4.20%12/00
Epiphany FFV Fund A      
Epiphany FFV Fund C      
Epiphany FFV Fund N9.07%20.58%13.03%11.05%8.83%6.61%01/07
Eventide Gilead Fund18.69%33.10%15.45%15.14%16.23%15.95%07/08
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Firsthand Alternative Energy Fund-0.30%5.94%6.44%4.93%-3.10%-3.60%10/07
Flex-funds Total Return Utilities1.12%3.19%5.91%5.51%5.03%7.37%06/95
Gabelli SRI Fund Inc A-0.25%4.55%7.40%7.81%8.59%6.09%06/07
Gabelli SRI Fund Inc AAA-0.31%4.55%7.39%7.80%8.58%6.09%06/07
Gabelli SRI Fund Inc C-0.81%3.74%6.58%7.00%7.76%5.30%06/07
Green Century Equity8.86%17.50%14.95%13.30%9.98%8.15%09/95
Integrity Growth & Income Fund8.86%19.71%12.31%10.82%8.45%8.82%01/95
LKCM Aquinas Growth Fund      
LKCM Aquinas Small Cap Fund      
LKCM Aquinas Value Fund11.29%24.48%13.27%10.47%8.52%7.90%01/94
MMA Praxis Core Stock A      
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Core Stock B      
MMA Praxis Growth Index A16.05%25.25%18.15%16.43%11.73%9.77%05/07
MMA Praxis Growth Index B      
MMA Praxis Small Cap Fund A18.31%31.65%11.08%8.46%8.62%6.33%05/07
MMA Praxis Small Cap Fund B      
MMA Praxis Value Index A4.12%14.84%12.22%10.63%7.85%4.59%05/01
MMA Praxis Value Index B      
Neuberger Berman Socially Responsive Inv9.78%18.36%14.08%12.60%9.62%9.59%03/94
Neuberger Berman Socially Responsive Tr9.66%18.13%13.90%12.41%9.43%9.40%03/97
New Alternatives Fund-0.09%-0.38%9.57%8.76%3.22%7.84%09/82
New Covenant Growth Fund9.19%19.14%13.27%12.19%8.58%4.89%07/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Parnassus Equity Income10.33%18.52%13.42%13.08%10.76%10.86%08/92
Parnassus Fund2.94%10.64%10.82%12.57%11.26%10.17%12/84
Parnassus Mid-Cap Fund5.24%11.86%13.24%11.96%10.99%9.62%04/05
Parnassus Small Cap Fund      
Parnassus Workplace Fund5.11%13.26%16.36%16.17%14.32%12.38%04/05
Pax World Growth8.44%18.58%13.39%13.05%9.76%5.70%06/97
Pax World Growth R      
Pax World Small Cap Fund2.25%12.36%8.57%8.55%9.57%9.45%03/08
Pax World Small Cap Fund R      
Pax World Women's Equity Fund5.24%14.11%12.58%10.86%5.77%6.94%10/93
Sentinel Sustainable Core Opportunities Fund A      
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Sentinel Sustainable Growth Opp Fund A      
Spectra Green Fund Class N17.40%24.11%16.76%13.33%9.18%4.08%12/00
Utopia Core Conservative      
Utopia Core Fund      
Utopia Growth Fund      
Utopia Yield Income Fund      
Vanguard FTSE Social Index Fd10.99%21.27%16.18%15.25%11.21%5.00%05/00
Walden Social Equity Fund9.63%21.19%15.35%12.89%9.70%6.73%06/99
Winslow Green Growth Fund      
Winslow Green Solutions      
International/Global FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Energy Alternatives Fund      
Calvert Global Alternative Energy A-5.72%2.93%6.23%2.09%-7.56%-6.01%05/07
Calvert Global Alternative Energy C-6.22%2.09%5.37%1.18%-8.41%-7.31%07/07
Calvert International Opportunities A1.35%10.90%12.16%9.43%6.02%4.14%05/07
Calvert International Opportunities C0.83%10.07%11.22%8.51%5.14%3.50%07/07
Calvert World Values Intl Equity A-0.68%5.58%4.33%3.82%1.14%3.67%07/92
Calvert World Values Intl Equity B      
Calvert World Values Intl Equity C-1.19%4.81%3.55%2.98%0.29%2.02%03/94
DFA Emerging Mkts Soc Core Eq Port-7.58%-1.51%12.07%5.49%4.26%5.82%08/06
Domini European PacAsia Social Equity A-4.47%-0.56%6.55%6.56%4.36%2.20%12/06
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini European PacAsia Social Equity Fund-4.46%-0.50%6.63%6.57%4.21%1.97%12/06
Domini European Social Equity A      
Domini European Social Equity Fund      
Domini PacAsia Social Equity A      
Domini PacAsia Social Equity Fund      
Guinness Atkinson Alternative Energy Fund-3.31%3.49%0.21%-3.45%-12.57%-10.06%03/06
MMA Praxis International A      
MMA Praxis International B      
Pax World Global Green-1.55%5.87%11.85%8.79%6.71%5.93%03/08
Pax World Global Green R      
Pax World International Fund      
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Pax World International Fund R      
Portfolio 215.10%13.46%13.18%9.83%6.79%6.04%09/99
Balanced FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Aggresive Allocation A5.07%12.30%10.92%10.01%7.25%6.40%06/05
Calvert Aggresive Allocation C4.50%11.43%10.01%9.01%6.06%5.19%06/05
Calvert Conservative Allocation A2.17%4.99%5.65%5.72%5.63%5.27%04/05
Calvert Conservative Allocation C1.64%4.16%4.80%4.80%4.55%4.12%04/05
Calvert Moderate Allocation A3.94%9.19%8.56%8.02%6.44%5.90%04/05
Calvert Moderate Allocation C3.40%8.43%7.77%7.22%5.63%5.07%04/05
CSIF Balanced Portfolio A5.88%10.80%8.39%7.91%6.66%7.67%10/82
CSIF Balanced Portfolio B      
CSIF Balanced Portfolio C5.37%9.97%7.54%7.07%5.78%5.03%03/94
Green Century Balanced Fund5.20%9.92%7.44%8.15%6.84%6.96%03/92
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Legg Mason Partners Social Awareness A8.90%16.19%10.51%9.22%6.92%7.48%11/92
Legg Mason Partners Social Awareness B8.35%15.33%9.54%8.23%5.95%7.09%02/87
Legg Mason Partners Social Awareness C8.39%15.38%9.71%8.44%6.21%6.45%05/93
New Covenant Balanced Growth Fund5.22%10.74%8.36%8.01%6.25%4.49%07/99
New Covenant Balanced Income Fund2.75%5.68%5.35%5.37%4.65%4.02%07/99
Pax World Balanced Fund4.52%9.30%8.63%7.88%5.81%8.34%08/71
Pax World Balanced R      
Walden Social Balanced Fund6.42%14.06%11.03%9.65%7.39%5.60%06/99
Fixed Income FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Access Cap Strat Community Inv Fd-1.10%-1.56%0.82%1.99%3.11%4.03%06/98
CRA Qualified Investment Fund-0.89%-1.46%0.70%1.65%2.68%3.85%08/99
CRA Qualified Investment Fund Retail-0.82%-1.45%0.78%1.75%2.79%2.92%03/07
CSIF Bond Portfolio A-0.53%-0.47%2.49%2.83%3.44%5.99%08/87
CSIF Bond Portfolio B      
CSIF Bond Portfolio C-1.06%-1.26%1.61%1.96%2.60%3.64%06/98
Domini Social Bond Fund-1.08%-1.07%2.08%1.99%2.98%4.01%06/00
DWS GNMA Fund S-0.45%-0.64%0.82%1.91%3.02%5.72%07/00
LKCM Aquinas Fixed Income      
MMA Praxis Intermediate Income A-1.34%-1.58%1.25%1.99%3.69%4.26%05/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Intermediate Income B      
New Covenant Income Fund-0.68%-0.99%1.34%1.86%2.52%3.37%07/99
Parnassus Fixed Income-1.21%-1.70%1.52%1.87%3.17%4.90%08/92
Pax World High Yield Bond Fund0.91%2.25%4.84%3.35%5.30%5.33%10/99
PIMCO Low Duration Fund III Admin0.02%-0.20%0.90%1.07%2.35%3.65%03/99
PIMCO Total Return III Admin-1.02%-1.50%1.82%2.31%4.39%6.26%04/97
Institutional FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Global Alternative Energy I-5.38%3.26%6.64%2.51%-7.13%-5.59%05/07
Calvert International Opportunities I1.49%11.17%12.53%9.86%6.46%4.58%05/07
Calvert Large Cap Growth I      
Calvert Mid Cap Value I      
Calvert New Vision Small Cap I      
Calvert Social Index I10.91%20.20%14.98%14.54%11.10%4.89%06/00
Calvert World Values Intl Equity I-0.43%5.96%4.75%4.31%1.76%2.57%02/99
CNI Charter Socially Responsible Equity I4.63%18.71%10.10%8.49%6.17%5.69%01/05
CRA Qualified Investment Fund I-0.59%-1.01%1.16%2.11%3.15%3.28%03/07
CSIF Balanced Portfolio I6.09%11.13%8.77%8.36%7.16%6.09%02/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
CSIF Bond Portfolio I-0.33%-0.13%2.87%3.29%3.99%5.23%03/00
CSIF Equity Portfolio I13.55%23.72%15.12%14.78%10.84%8.65%11/99
Domini Institutional Social Equity Fund6.04%13.38%10.74%10.73%9.06%8.89%05/96
Dreyfus Premier Third Century I8.48%12.44%12.37%11.40%9.59%9.58%08/99
Dreyfus Socially Resp Growth I8.45%12.38%12.44%11.45%9.65%8.19%10/93
Gabelli SRI Fund Inc I-0.12%4.79%7.67%8.07%8.84%6.35%06/07
MMA Praxis Core Stock I      
MMA Praxis Growth Index I16.37%25.75%18.62%16.93%12.23%10.23%05/07
MMA Praxis Intermediate Income I-1.08%-1.22%1.64%2.40%4.08%4.32%05/06
MMA Praxis International I      
MMA Praxis Small Cap Fund I18.91%32.51%11.76%9.13%9.23%6.89%05/07
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Value Index I4.37%15.32%12.75%11.17%8.46%5.81%05/06
Pax World Balanced I4.71%9.57%8.92%8.15%6.08%8.45%04/07
Pax World Global Green I-1.41%6.17%12.12%9.06%6.99%6.20%03/08
Pax World Growth I8.59%18.85%13.66%13.31%10.03%5.83%04/07
Pax World International Fund I      
Pax World Small Cap Fund I2.42%12.66%8.85%8.81%9.86%9.74%03/08
Pax World Women's Equity Fund I5.45%14.45%12.86%11.13%6.04%7.08%04/06
PIMCO Low Duration Fund III I0.19%0.05%1.16%1.33%2.62%3.91%12/96
PIMCO Total Return III I-0.85%-1.25%2.08%2.57%4.63%6.52%05/91
Portfolio 21 I5.26%13.75%13.47%10.12%7.10%5.46%03/07
Sentinel Sustainable Core Opportunities Fund I      
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Sentinel Sustainable Growth Opp Fund I      
TIAA CREF Inst Social Choice Equity Retail9.22%19.07%15.18%12.83%10.06%5.88%03/06
TIAA-CREF Inst Social Choice Equity Retire9.24%19.06%15.20%12.86%10.06%5.88%10/02
Vanguard FTSE Social Index I11.03%21.34%16.29%15.35%11.34%9.13%01/03
Winslow Green Growth I      

 

 
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