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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 (06/30/18)
Domestic Equity FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Allegiance-1.76%9.41%6.05%8.63%6.72%6.59%03/97
Appleseed Fund-4.08%3.54%3.27%3.79%7.59%6.02%12/06
Ariel Appreciation0.58%7.05%5.71%9.91%10.87%10.71%12/89
Ariel Focus Fund1.98%10.16%7.38%8.97%7.42%6.06%06/05
Ariel Fund3.04%11.99%8.27%12.53%11.59%11.43%11/86
Azzad Ethical Income Fund      
Azzad Ethical Mid Cap Fund6.46%17.37%6.90%10.32%8.82%5.88%12/00
Calvert Capital Accumulation A5.11%11.63%3.51%8.49%7.63%7.90%10/94
Calvert Capital Accumulation B      
Calvert Capital Accumulation C4.73%10.77%2.72%7.66%6.79%7.06%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 A6.90%16.05%10.57%12.17%9.97%7.82%10/04
Calvert Small Cap Value C6.50%15.17%9.74%11.33%9.05%6.82%04/05
Calvert Social Index A1.98%12.48%9.97%12.80%10.05%3.98%06/00
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Social Index B      
Calvert Social Index C1.62%11.60%9.16%11.93%9.08%3.02%06/00
CNI Charter Socially Responsible Equity N-1.38%11.12%5.69%7.29%5.59%5.14%08/05
CSIF Enhanced Equity Portfolio A      
CSIF Enhanced Equity Portfolio B      
CSIF Enhanced Equity Portfolio C      
CSIF Equity Portfolio A5.71%18.04%10.89%13.24%9.50%8.50%08/87
CSIF Equity Portfolio B      
CSIF Equity Portfolio C5.35%17.17%10.05%12.40%8.68%7.76%03/94
Domini Social Equity A-0.88%8.57%6.04%9.53% 12.78%11/08
Domini Social Equity Fund-0.91%8.52%6.06%9.55%7.97%8.25%06/91
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini Social Equity R-0.87%8.85%6.37%9.87%8.32%6.95%11/03
Dreyfus Premier Third Century A0.10%7.12%6.92%9.72%8.39%9.27%08/99
Dreyfus Premier Third Century B      
Dreyfus Premier Third Century C-0.21%6.31%6.11%8.90%7.58%8.46%08/99
Dreyfus Premier Third Century T      
Dreyfus Premier Third Century Z0.18%7.22%7.13%9.95%8.63%9.38%03/72
Dreyfus Socially Resp Growth S0.08%7.11%6.99%9.83%8.55%3.77%12/00
Epiphany FFV Fund A      
Epiphany FFV Fund C      
Epiphany FFV Fund N3.00%16.60%9.15%10.61%8.47%6.18%01/07
Eventide Gilead Fund10.36%26.04%9.41%15.86% 15.40%07/08
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Firsthand Alternative Energy Fund-4.61%3.48%-0.02%5.02%-3.78%-4.06%10/07
Flex-funds Total Return Utilities-1.02%3.15%2.90%5.58%4.18%7.33%06/95
Gabelli SRI Fund Inc A-5.40%-0.41%4.09%7.05%8.43%5.68%06/07
Gabelli SRI Fund Inc AAA-5.39%-0.34%4.11%7.05%8.42%5.68%06/07
Gabelli SRI Fund Inc C-5.75%-1.09%3.31%6.24%7.61%4.90%06/07
Green Century Equity2.62%13.24%11.20%12.20%9.67%7.93%09/95
Integrity Growth & Income Fund-0.39%11.22%6.93%9.30%6.98%8.48%01/95
LKCM Aquinas Growth Fund      
LKCM Aquinas Small Cap Fund      
LKCM Aquinas Value Fund4.36%15.97%9.03%9.84%8.33%7.67%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 A6.90%19.67%13.79%15.18%10.85%9.12%05/07
MMA Praxis Growth Index B      
MMA Praxis Small Cap Fund A9.27%19.11%5.31%7.69%7.97%5.68%05/07
MMA Praxis Small Cap Fund B      
MMA Praxis Value Index A-1.45%8.69%7.89%9.70%7.62%4.30%05/01
MMA Praxis Value Index B      
Neuberger Berman Socially Responsive Inv4.09%12.77%10.40%11.97%9.18%9.42%03/94
Neuberger Berman Socially Responsive Tr4.01%12.57%10.21%11.79%8.99%9.23%03/97
New Alternatives Fund-2.38%-0.81%4.00%9.59%2.50%7.81%09/82
New Covenant Growth Fund3.10%14.74%9.29%11.52%7.76%4.62%07/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Parnassus Equity Income2.37%11.62%9.86%11.96%10.41%10.62%08/92
Parnassus Fund-2.42%3.46%7.65%11.95%11.26%10.05%12/84
Parnassus Mid-Cap Fund1.53%8.15%10.81%11.70%11.42%9.45%04/05
Parnassus Small Cap Fund      
Parnassus Workplace Fund-0.89%7.92%12.48%15.32%14.33%12.05%04/05
Pax World Growth1.03%13.51%9.20%12.29%8.80%5.39%06/97
Pax World Growth R      
Pax World Small Cap Fund1.52%9.80%6.38%9.75%10.10%9.54%03/08
Pax World Small Cap Fund R      
Pax World Women's Equity Fund0.35%11.57%9.29%10.37%5.10%6.79%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 N8.25%19.96%11.44%12.01%8.11%3.64%12/00
Utopia Core Conservative      
Utopia Core Fund      
Utopia Growth Fund      
Utopia Yield Income Fund      
Vanguard FTSE Social Index Fd3.21%15.50%11.79%14.11%10.72%4.63%05/00
Walden Social Equity Fund1.76%13.09%11.33%11.59%8.94%6.38%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-7.18%4.48%1.01%1.99%-8.18%-6.23%05/07
Calvert Global Alternative Energy C-7.64%3.57%0.15%1.06%-9.04%-7.55%07/07
Calvert International Opportunities A0.59%15.24%9.42%10.14%5.24%4.13%05/07
Calvert International Opportunities C0.22%14.39%8.49%9.21%4.36%3.50%07/07
Calvert World Values Intl Equity A-2.33%5.52%2.07%4.00%0.00%3.62%07/92
Calvert World Values Intl Equity B      
Calvert World Values Intl Equity C-2.71%4.72%1.30%3.16%-0.85%1.97%03/94
DFA Emerging Mkts Soc Core Eq Port-7.98%5.57%6.04%5.20%3.31%5.87%08/06
Domini European PacAsia Social Equity A-4.36%2.67%5.03%7.36%3.62%2.25%12/06
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini European PacAsia Social Equity Fund-4.35%2.78%5.12%7.38%3.49%2.01%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%6.89%-5.95%-1.26%-13.24%-10.20%03/06
MMA Praxis International A      
MMA Praxis International B      
Pax World Global Green-5.17%4.14%7.35%8.97%5.84%5.64%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 210.54%12.28%9.79%9.15%5.96%5.85%09/99
Balanced FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Aggresive Allocation A0.15%9.41%7.35%9.47%6.51%6.10%06/05
Calvert Aggresive Allocation C-0.29%8.53%6.45%8.45%5.31%4.88%06/05
Calvert Conservative Allocation A-0.18%3.97%4.23%5.38%5.32%5.15%04/05
Calvert Conservative Allocation C-0.56%3.19%3.38%4.47%4.23%4.00%04/05
Calvert Moderate Allocation A0.16%7.08%5.92%7.56%5.88%5.68%04/05
Calvert Moderate Allocation C-0.27%6.22%5.12%6.76%5.08%4.85%04/05
CSIF Balanced Portfolio A1.24%7.53%5.31%7.45%6.09%7.57%10/82
CSIF Balanced Portfolio B      
CSIF Balanced Portfolio C0.89%6.71%4.48%6.61%5.22%4.88%03/94
Green Century Balanced Fund0.56%5.77%4.18%7.61%6.65%6.82%03/92
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Legg Mason Partners Social Awareness A3.09%12.71%7.48%8.27%6.33%7.30%11/92
Legg Mason Partners Social Awareness B2.69%11.87%6.54%7.25%5.36%6.94%02/87
Legg Mason Partners Social Awareness C2.76%11.94%6.72%7.49%5.63%6.26%05/93
New Covenant Balanced Growth Fund1.43%8.45%6.07%7.54%5.60%4.33%07/99
New Covenant Balanced Income Fund0.31%4.57%4.01%5.02%4.11%3.92%07/99
Pax World Balanced Fund0.39%6.90%6.02%7.51%5.17%8.28%08/71
Pax World Balanced R      
Walden Social Balanced Fund0.73%8.61%8.21%8.68%6.80%5.34%06/99
Fixed Income FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Access Cap Strat Community Inv Fd-1.43%-0.83%0.84%1.79%3.15%4.05%06/98
CRA Qualified Investment Fund-1.28%-0.75%0.78%1.40%2.75%3.86%08/99
CRA Qualified Investment Fund Retail-1.23%-0.65%0.89%1.50%2.85%2.93%03/07
CSIF Bond Portfolio A-1.10%0.10%2.44%2.59%3.40%6.01%08/87
CSIF Bond Portfolio B      
CSIF Bond Portfolio C-1.50%-0.71%1.54%1.73%2.56%3.65%06/98
Domini Social Bond Fund-1.55%-0.21%2.08%1.83%3.02%4.02%06/00
DWS GNMA Fund S-0.81%-0.27%0.71%1.72%3.07%5.74%07/00
LKCM Aquinas Fixed Income      
MMA Praxis Intermediate Income A-1.62%-0.83%1.32%1.89%3.69%4.28%05/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Intermediate Income B      
New Covenant Income Fund-1.29%-0.56%1.22%1.68%2.12%3.36%07/99
Parnassus Fixed Income-2.05%-1.37%1.33%1.57%3.06%4.89%08/92
Pax World High Yield Bond Fund-0.81%0.92%3.77%3.29%5.16%5.28%10/99
PIMCO Low Duration Fund III Admin-0.44%0.07%0.65%0.98%2.30%3.65%03/99
PIMCO Total Return III Admin-1.97%-0.69%1.56%1.98%4.38%6.27%04/97
Institutional FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Global Alternative Energy I-6.96%4.80%1.35%2.39%-7.76%-5.82%05/07
Calvert International Opportunities I0.72%15.59%9.81%10.59%5.69%4.58%05/07
Calvert Large Cap Growth I      
Calvert Mid Cap Value I      
Calvert New Vision Small Cap I      
Calvert Social Index I2.20%12.92%10.37%13.28%10.59%4.47%06/00
Calvert World Values Intl Equity I-2.14%5.91%2.48%4.50%0.62%2.50%02/99
CNI Charter Socially Responsible Equity I-1.25%11.43%5.89%7.49%5.83%5.31%01/05
CRA Qualified Investment Fund I-1.15%-0.40%1.21%1.83%3.20%3.28%03/07
CSIF Balanced Portfolio I1.40%7.89%5.68%7.90%6.59%5.82%02/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
CSIF Bond Portfolio I-0.99%0.42%2.80%3.07%3.95%5.25%03/00
CSIF Equity Portfolio I5.92%18.46%11.32%13.74%10.05%8.33%11/99
Domini Institutional Social Equity Fund-0.71%8.92%6.45%9.95%8.39%8.69%05/96
Dreyfus Premier Third Century I0.18%7.32%7.21%10.05%8.76%9.42%08/99
Dreyfus Socially Resp Growth I0.20%7.35%7.26%10.11%8.83%7.91%10/93
Gabelli SRI Fund Inc I-5.29%-0.14%4.34%7.32%8.68%5.94%06/07
MMA Praxis Core Stock I      
MMA Praxis Growth Index I7.15%20.22%14.26%15.69%11.35%9.58%05/07
MMA Praxis Intermediate Income I-1.50%-0.44%1.69%2.28%4.07%4.35%05/06
MMA Praxis International I      
MMA Praxis Small Cap Fund I9.83%19.95%6.01%8.38%8.58%6.24%05/07
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Value Index I-1.24%9.21%8.45%10.23%8.22%5.41%05/06
Pax World Balanced I0.55%7.22%6.31%7.78%5.44%8.39%04/07
Pax World Global Green I-5.08%4.37%7.61%9.24%6.12%5.91%03/08
Pax World Growth I1.17%13.81%9.48%12.58%9.07%5.52%04/07
Pax World International Fund I      
Pax World Small Cap Fund I1.63%10.12%6.65%10.03%10.39%9.82%03/08
Pax World Women's Equity Fund I0.50%11.83%9.57%10.64%5.37%6.92%04/06
PIMCO Low Duration Fund III I-0.31%0.33%0.90%1.23%2.57%3.92%12/96
PIMCO Total Return III I-1.85%-0.44%1.82%2.24%4.62%6.53%05/91
Portfolio 21 I0.65%12.59%10.07%9.45%6.25%5.13%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 Retail2.38%13.32%11.02%11.75%9.49%5.58%03/06
TIAA-CREF Inst Social Choice Equity Retire2.41%13.39%11.05%11.79%9.49%5.57%10/02
Vanguard FTSE Social Index I3.25%15.57%11.90%14.21%10.85%8.73%01/03
Winslow Green Growth I      

 

 
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