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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 (09/30/17)
Domestic Equity FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Allegiance20.57%23.52%6.63%9.95%5.57%6.73%03/97
Appleseed Fund10.31%8.37%2.76%5.62%6.35%6.24%12/06
Ariel Appreciation8.23%12.41%7.08%13.10%8.07%10.75%12/89
Ariel Focus Fund8.72%17.09%4.89%11.27%5.08%5.79%06/05
Ariel Fund7.43%15.76%8.92%14.75%7.31%11.34%11/86
Azzad Ethical Income Fund      
Azzad Ethical Mid Cap Fund16.10%15.65%4.87%10.07%6.69%5.38%12/00
Calvert Capital Accumulation A7.33%13.11%5.12%9.35%6.60%7.75%10/94
Calvert Capital Accumulation B      
Calvert Capital Accumulation C6.74%12.29%4.32%8.52%5.77%6.90%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 A7.49%19.74%11.73%14.09%7.07%7.31%10/04
Calvert Small Cap Value C6.86%18.82%10.90%13.21%6.16%6.28%04/05
Calvert Social Index A13.82%17.71%10.26%14.02%6.99%3.68%06/00
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Social Index B      
Calvert Social Index C13.19%16.84%9.42%13.11%6.04%2.72%06/00
CNI Charter Socially Responsible Equity N8.03%13.98%4.38%9.44%3.79%4.93%08/05
CSIF Enhanced Equity Portfolio A      
CSIF Enhanced Equity Portfolio B      
CSIF Enhanced Equity Portfolio C      
CSIF Equity Portfolio A17.59%16.39%9.73%12.57%7.47%8.28%08/87
CSIF Equity Portfolio B      
CSIF Equity Portfolio C16.95%15.49%8.91%11.74%6.66%7.48%03/94
Domini Social Equity A10.18%14.54%5.44%10.87% 13.45%11/08
Domini Social Equity Fund10.12%14.48%5.46%10.87%5.97%8.33%06/91
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini Social Equity R10.26%14.74%5.77%11.20%6.32%7.03%11/03
Dreyfus Premier Third Century A11.91%16.12%7.15%12.01%7.07%9.37%08/99
Dreyfus Premier Third Century B      
Dreyfus Premier Third Century C11.31%15.22%6.34%11.16%6.30%8.55%08/99
Dreyfus Premier Third Century T      
Dreyfus Premier Third Century Z12.17%16.37%7.39%12.26%7.35%9.48%03/72
Dreyfus Socially Resp Growth S12.09%16.31%7.28%12.19%7.28%3.78%12/00
Epiphany FFV Fund A      
Epiphany FFV Fund C      
Epiphany FFV Fund N13.89%17.56%6.88%11.11%5.60%5.60%01/07
Eventide Gilead Fund23.82%22.72%10.56%18.09% 14.63%07/08
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Firsthand Alternative Energy Fund21.93%20.34%-2.27%12.56% -4.32%10/07
Flex-funds Total Return Utilities5.91%4.41%1.67%7.78%4.24%7.56%06/95
Gabelli SRI Fund Inc A10.12%10.19%8.13%10.08%6.81%6.35%06/07
Gabelli SRI Fund Inc AAA10.11%10.18%8.13%10.07%6.79%6.35%06/07
Gabelli SRI Fund Inc C9.52%9.36%7.32%9.25%6.00%5.56%06/07
Green Century Equity15.17%17.69%10.14%13.83%6.85%7.80%09/95
Integrity Growth & Income Fund10.46%14.13%5.08%10.23%5.75%8.45%01/95
LKCM Aquinas Growth Fund      
LKCM Aquinas Small Cap Fund      
LKCM Aquinas Value Fund11.43%15.06%6.46%10.44%5.71%7.37%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 A18.38%18.60%11.32%14.13%8.30%8.43%05/07
MMA Praxis Growth Index B      
MMA Praxis Small Cap Fund A6.83%11.67%5.91%6.93%5.00%4.84%05/07
MMA Praxis Small Cap Fund B      
MMA Praxis Value Index A9.10%16.19%7.33%12.34%4.12%4.19%05/01
MMA Praxis Value Index B      
Neuberger Berman Socially Responsive Inv12.38%16.36%9.07%13.88%6.91%9.30%03/94
Neuberger Berman Socially Responsive Tr12.26%16.19%8.88%13.69%6.72%9.11%03/97
New Alternatives Fund20.82%11.96%6.28%12.84%1.72%8.05%09/82
New Covenant Growth Fund14.17%16.84%7.80%11.63%5.24%4.28%07/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Parnassus Equity Income10.48%12.91%8.84%13.50%9.34%10.61%08/92
Parnassus Fund10.85%17.33%10.83%15.03%9.46%10.22%12/84
Parnassus Mid-Cap Fund11.26%13.70%11.02%13.37%9.14%9.56%04/05
Parnassus Small Cap Fund      
Parnassus Workplace Fund13.91%22.28%15.31%17.76%12.59%12.44%04/05
Pax World Growth13.57%17.01%9.13%12.46%6.86%5.18%06/97
Pax World Growth R      
Pax World Small Cap Fund3.09%11.32%7.41%13.22% 9.53%03/08
Pax World Small Cap Fund R      
Pax World Women's Equity Fund17.76%18.38%7.87%11.00%3.51%6.73%10/93
Sentinel Sustainable Core Opportunities Fund A14.48%17.49%8.70%12.72%5.49%7.35%06/96
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Sentinel Sustainable Growth Opp Fund A      
Spectra Green Fund Class N21.11%21.14%9.63%12.44%5.53%3.00%12/00
Utopia Core Conservative      
Utopia Core Fund      
Utopia Growth Fund      
Utopia Yield Income Fund      
Vanguard FTSE Social Index Fd16.18%20.41%11.44%15.98%7.24%4.25%05/00
Walden Social Equity Fund11.64%15.89%9.30%12.00%7.19%6.09%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 A22.96%17.28%1.03%7.25%-7.47%-6.46%
Calvert Global Alternative Energy C22.02%16.38%0.12%6.26%-8.36%-7.82%
Calvert International Opportunities A30.50%27.89%8.88%11.45%3.74%3.82%05/07
Calvert International Opportunities C29.72%26.83%7.94%10.49%2.86%3.19%07/07
Calvert World Values Intl Equity A16.17%13.43%2.61%6.03%-1.93%3.65%07/92
Calvert World Values Intl Equity B      
Calvert World Values Intl Equity C15.59%12.61%1.80%5.17%-2.76%1.98%03/94
DFA Emerging Mkts Soc Core Eq Port27.92%21.62%5.32%4.65%2.11%6.39%08/06
Domini European PacAsia Social Equity A21.12%19.97%7.77%10.92%1.93%2.57%12/06
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini European PacAsia Social Equity Fund21.14%19.98%7.77%10.93%1.78%2.18%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 Fund17.93%7.64%-9.55%4.25%-14.16%-10.74%03/06
MMA Praxis International A      
MMA Praxis International B      
Pax World Global Green20.16%17.62%9.92%12.59% 6.13%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 2121.16%18.77%8.90%10.29%4.08%5.75%09/99
Balanced FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Aggresive Allocation A14.71%17.59%8.45%11.10%4.77%6.06%06/05
Calvert Aggresive Allocation C14.08%16.72%7.45%9.99%3.55%4.82%06/05
Calvert Conservative Allocation A7.30%7.84%5.06%5.80%4.89%5.30%04/05
Calvert Conservative Allocation C6.72%7.04%4.18%4.85%3.75%4.13%04/05
Calvert Moderate Allocation A11.03%12.86%6.85%8.53%4.67%5.71%04/05
Calvert Moderate Allocation C10.40%12.02%6.05%7.72%3.88%4.88%04/05
CSIF Balanced Portfolio A7.26%8.51%5.27%7.60%4.79%7.58%10/82
CSIF Balanced Portfolio B      
CSIF Balanced Portfolio C6.65%7.65%4.43%6.75%3.92%4.84%03/94
Green Century Balanced Fund9.55%9.93%5.77%9.00%5.26%6.88%03/92
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Legg Mason Partners Social Awareness A11.19%13.04%5.78%7.94%5.15%7.20%11/92
Legg Mason Partners Social Awareness B10.41%11.74%4.84%6.87%4.17%6.87%02/87
Legg Mason Partners Social Awareness C10.53%12.14%5.00%7.16%4.46%6.15%05/93
New Covenant Balanced Growth Fund9.26%9.94%5.61%7.53%4.10%4.21%07/99
New Covenant Balanced Income Fund6.39%5.85%4.17%4.96%3.25%3.95%07/99
Pax World Balanced Fund9.02%8.83%5.66%7.87%4.05%8.32%08/71
Pax World Balanced R      
Walden Social Balanced Fund8.58%10.62%7.17%8.95%5.63%5.20%06/99
Fixed Income FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Access Cap Strat Community Inv Fd1.88%0.23%2.09%1.65%3.62%4.30%06/98
CRA Qualified Investment Fund2.30%-0.27%1.97%1.08%3.23%4.10%08/99
CRA Qualified Investment Fund Retail2.38%-0.18%2.08%1.18%3.33%3.27%03/07
CSIF Bond Portfolio A3.68%1.21%2.96%2.24%3.76%6.18%08/87
CSIF Bond Portfolio B      
CSIF Bond Portfolio C2.97%0.27%2.05%1.37%2.91%3.86%06/98
Domini Social Bond Fund3.34%0.01%2.45%1.57%3.49%4.26%06/00
DWS GNMA Fund S1.60%0.20%1.34%0.95%3.67%5.90%07/00
LKCM Aquinas Fixed Income      
MMA Praxis Intermediate Income A2.84%0.00%2.23%1.80%4.19%4.48%05/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Intermediate Income B      
New Covenant Income Fund2.48%0.47%2.18%1.54%2.13%3.58%07/99
Parnassus Fixed Income3.03%0.26%2.43%1.50%3.62%5.13%08/92
Pax World High Yield Bond Fund6.14%8.93%2.93%4.29%5.37%5.55%10/99
PIMCO Low Duration Fund III Admin1.71%1.51%1.07%0.88%2.77%3.82%03/99
PIMCO Total Return III Admin4.39%1.91%2.73%1.96%5.15%6.54%04/97
Institutional FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Global Alternative Energy I23.15%17.66%1.43%7.71%-7.05%-6.03%
Calvert International Opportunities I30.92%28.44%9.33%11.95%4.19%4.28%05/07
Calvert Large Cap Growth I      
Calvert Mid Cap Value I      
Calvert New Vision Small Cap I      
Calvert Social Index I14.15%18.17%10.68%14.53%7.53%4.17%06/00
Calvert World Values Intl Equity I16.55%13.89%3.09%6.62%-1.30%2.49%02/99
CNI Charter Socially Responsible Equity I8.12%14.18%4.54%9.65%4.03%5.10%01/05
CRA Qualified Investment Fund I2.65%0.08%2.40%1.51%3.68%3.62%03/07
CSIF Balanced Portfolio I7.56%8.94%5.69%8.08%5.29%5.72%02/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
CSIF Bond Portfolio I3.92%1.54%3.39%2.74%4.33%5.50%03/00
CSIF Equity Portfolio I17.94%16.85%10.20%13.10%8.01%7.93%11/99
Domini Institutional Social Equity Fund10.38%14.85%5.83%11.28%6.38%8.78%05/96
Dreyfus Premier Third Century I12.25%16.50%7.50%12.39%7.48%9.52%08/99
Dreyfus Socially Resp Growth I12.33%16.64%7.57%12.48%7.55%8.03%10/93
Gabelli SRI Fund Inc I10.25%10.39%8.36%10.34%7.04%6.60%06/07
MMA Praxis Core Stock I      
MMA Praxis Growth Index I18.75%19.09%11.77%14.64%8.77%8.88%05/07
MMA Praxis Intermediate Income I3.13%0.37%2.60%2.19%4.56%4.74%05/06
MMA Praxis International I      
MMA Praxis Small Cap Fund I7.25%12.34%6.56%7.61%5.55%5.38%05/07
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Value Index I9.47%16.76%7.85%12.92%4.68%5.29%05/06
Pax World Balanced I9.18%9.05%5.91%8.13%4.31%8.43%04/07
Pax World Global Green I20.39%17.94%10.19%12.86% 6.39%03/08
Pax World Growth I13.82%17.29%9.43%12.75%7.12%5.30%04/07
Pax World International Fund I      
Pax World Small Cap Fund I3.32%11.59%7.69%13.51% 9.82%03/08
Pax World Women's Equity Fund I17.96%18.63%8.14%11.27%3.77%6.86%04/06
PIMCO Low Duration Fund III I1.90%1.76%1.32%1.13%3.05%4.09%12/96
PIMCO Total Return III I4.58%2.16%3.00%2.22%5.38%6.80%05/91
Portfolio 21 I21.42%19.10%9.19%10.60%4.38%4.89%03/07
Sentinel Sustainable Core Opportunities Fund I14.72%17.92%9.02%13.03%5.87%7.55%03/06
 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 Retail13.62%18.19%9.23%13.58%7.15%5.33%03/06
TIAA-CREF Inst Social Choice Equity Retire13.67%18.21%9.23%13.60%7.13%5.32%10/02
Vanguard FTSE Social Index I16.23%20.49%11.56%16.10%7.36%8.46%01/03
Winslow Green Growth I      

 

 
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