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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 (11/30/17)
Domestic Equity FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Allegiance23.72%25.71%6.90%10.56%6.06%6.81%03/97
Appleseed Fund17.41%18.45%5.53%6.96%7.58%6.75%12/06
Ariel Appreciation14.05%14.93%6.73%14.46%9.00%10.89%12/89
Ariel Focus Fund13.09%15.36%5.58%12.77%5.89%6.05%06/05
Ariel Fund15.55%18.10%9.03%16.07%8.61%11.53%11/86
Azzad Ethical Income Fund      
Azzad Ethical Mid Cap Fund23.43%22.65%5.47%11.84%7.45%5.71%12/00
Calvert Capital Accumulation A10.67%12.57%4.33%9.83%7.00%7.83%10/94
Calvert Capital Accumulation B      
Calvert Capital Accumulation C9.91%11.74%3.52%8.99%6.16%6.99%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 A12.96%17.16%10.78%15.68%7.95%7.62%10/04
Calvert Small Cap Value C12.17%16.29%9.94%14.80%7.03%6.60%04/05
Calvert Social Index A19.78%21.79%9.87%15.48%7.82%3.95%06/00
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Social Index B      
Calvert Social Index C18.92%20.84%9.02%14.56%6.87%2.99%06/00
CNI Charter Socially Responsible Equity N14.44%15.94%5.31%10.53%4.81%5.35%08/05
CSIF Enhanced Equity Portfolio A      
CSIF Enhanced Equity Portfolio B      
CSIF Enhanced Equity Portfolio C      
CSIF Equity Portfolio A25.19%25.43%9.97%14.15%8.22%8.45%08/87
CSIF Equity Portfolio B      
CSIF Equity Portfolio C24.36%24.48%9.13%13.30%7.41%7.70%03/94
Domini Social Equity A15.12%16.53%5.61%12.37% 13.73%11/08
Domini Social Equity Fund15.08%16.56%5.64%12.37%6.80%8.46%06/91
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini Social Equity R15.38%16.90%5.96%12.73%7.15%7.29%11/03
Dreyfus Premier Third Century A14.93%17.18%6.54%13.18%7.42%9.39%08/99
Dreyfus Premier Third Century B      
Dreyfus Premier Third Century C14.18%16.28%5.75%12.33%6.65%8.58%08/99
Dreyfus Premier Third Century T      
Dreyfus Premier Third Century Z15.21%17.49%6.79%13.45%7.70%9.50%03/72
Dreyfus Socially Resp Growth S15.04%17.29%6.65%13.34%7.62%3.90%12/00
Epiphany FFV Fund A      
Epiphany FFV Fund C      
Epiphany FFV Fund N20.85%22.70%6.95%12.75%6.88%6.09%01/07
Eventide Gilead Fund28.12%26.21%9.03%18.03% 14.77%07/08
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Firsthand Alternative Energy Fund25.33%29.24%-0.10%16.65%-3.97%-3.99%10/07
Flex-funds Total Return Utilities6.75%8.71%1.43%8.49%4.21%7.54%06/95
Gabelli SRI Fund Inc A12.02%12.78%6.05%10.17%7.53%6.46%06/07
Gabelli SRI Fund Inc AAA12.09%12.85%6.07%10.18%7.50%6.46%06/07
Gabelli SRI Fund Inc C11.29%11.94%5.28%9.35%6.71%5.67%06/07
Green Century Equity20.90%22.59%9.73%15.23%7.60%7.98%09/95
Integrity Growth & Income Fund17.03%19.72%7.40%11.80%6.77%8.66%01/95
LKCM Aquinas Growth Fund      
LKCM Aquinas Small Cap Fund      
LKCM Aquinas Value Fund19.35%20.76%7.76%12.00%6.73%7.62%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 A25.72%27.56%11.42%15.96%8.97%8.91%05/07
MMA Praxis Growth Index B      
MMA Praxis Small Cap Fund A11.17%12.42%5.20%8.69%5.99%5.16%05/07
MMA Praxis Small Cap Fund B      
MMA Praxis Value Index A14.87%17.42%7.90%13.59%5.32%4.47%05/01
MMA Praxis Value Index B      
Neuberger Berman Socially Responsive Inv16.75%18.78%8.71%14.56%7.51%9.41%03/94
Neuberger Berman Socially Responsive Tr16.57%18.55%8.53%14.36%7.32%9.21%03/97
New Alternatives Fund19.08%21.56%6.93%12.53%1.41%7.96%09/82
New Covenant Growth Fund20.22%21.64%8.23%12.73%6.10%4.53%07/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Parnassus Equity Income16.42%18.73%8.65%14.64%9.80%10.77%08/92
Parnassus Fund15.34%18.62%9.86%15.89%10.25%10.30%12/84
Parnassus Mid-Cap Fund16.15%17.61%10.49%14.23%10.11%9.80%04/05
Parnassus Small Cap Fund      
Parnassus Workplace Fund21.33%23.79%15.24%19.33%13.69%12.83%04/05
Pax World Growth20.85%23.02%9.09%14.04%7.64%5.45%06/97
Pax World Growth R      
Pax World Small Cap Fund7.64%10.75%7.81%13.77% 9.85%03/08
Pax World Small Cap Fund R      
Pax World Women's Equity Fund22.58%24.67%8.10%11.72%3.87%6.86%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 N27.78%28.50%9.60%13.76%5.54%3.30%12/00
Utopia Core Conservative      
Utopia Core Fund      
Utopia Growth Fund      
Utopia Yield Income Fund      
Vanguard FTSE Social Index Fd22.82%24.87%11.19%17.17%8.18%4.54%05/00
Walden Social Equity Fund19.29%21.31%9.96%13.93%7.83%6.41%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 A27.04%29.93%2.96%7.54%-8.54%-6.07%
Calvert Global Alternative Energy C25.99%28.80%2.05%6.56%-9.41%-7.41%
Calvert International Opportunities A35.67%38.20%10.91%12.07%3.99%4.15%05/07
Calvert International Opportunities C34.70%37.12%9.94%11.11%3.11%3.51%07/07
Calvert World Values Intl Equity A19.23%22.26%3.36%6.09%-1.19%3.74%07/92
Calvert World Values Intl Equity B      
Calvert World Values Intl Equity C18.50%21.37%2.55%5.23%-2.03%2.07%03/94
DFA Emerging Mkts Soc Core Eq Port32.68%33.06%6.75%5.28%2.25%6.64%08/06
Domini European PacAsia Social Equity A22.80%26.44%7.71%10.31%2.28%2.66%12/06
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini European PacAsia Social Equity Fund22.92%26.62%7.76%10.33%2.14%2.28%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 Fund16.73%15.35%-7.40%5.20%-14.56%-10.67%03/06
MMA Praxis International A      
MMA Praxis International B      
Pax World Global Green25.72%26.83%10.65%12.87% 6.51%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 2126.44%27.55%9.33%10.85%4.65%5.94%09/99
Balanced FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Aggresive Allocation A19.07%21.19%8.16%11.92%5.33%6.30%06/05
Calvert Aggresive Allocation C18.25%20.23%7.18%10.81%4.11%5.06%06/05
Calvert Conservative Allocation A8.86%9.60%4.56%6.00%4.95%5.35%04/05
Calvert Conservative Allocation C8.15%8.88%3.68%5.07%3.83%4.19%04/05
Calvert Moderate Allocation A14.14%15.69%6.44%9.08%5.01%5.86%04/05
Calvert Moderate Allocation C13.34%14.81%5.63%8.27%4.21%5.03%04/05
CSIF Balanced Portfolio A10.42%11.78%4.70%8.34%5.21%7.64%10/82
CSIF Balanced Portfolio B      
CSIF Balanced Portfolio C9.65%10.90%3.87%7.48%4.33%4.92%03/94
Green Century Balanced Fund12.81%13.53%5.45%9.53%5.63%6.96%03/92
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Legg Mason Partners Social Awareness A16.46%18.40%6.29%9.20%5.58%7.35%11/92
Legg Mason Partners Social Awareness B15.46%17.27%5.36%8.13%4.60%6.99%02/87
Legg Mason Partners Social Awareness C15.66%17.48%5.51%8.41%4.89%6.31%05/93
New Covenant Balanced Growth Fund12.62%13.43%5.63%8.13%4.53%4.34%07/99
New Covenant Balanced Income Fund8.16%8.58%3.98%5.27%3.42%4.00%07/99
Pax World Balanced Fund12.17%13.41%5.41%8.38%4.37%8.36%08/71
Pax World Balanced R      
Walden Social Balanced Fund13.85%15.34%7.45%10.26%5.99%5.42%06/99
Fixed Income FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Access Cap Strat Community Inv Fd1.52%1.49%1.49%1.60%3.35%4.24%06/98
CRA Qualified Investment Fund2.00%1.99%1.42%0.96%2.93%4.05%08/99
CRA Qualified Investment Fund Retail2.18%2.09%1.56%1.08%3.04%3.20%03/07
CSIF Bond Portfolio A3.79%3.85%2.59%2.14%3.52%6.15%08/87
CSIF Bond Portfolio B      
CSIF Bond Portfolio C2.95%2.93%1.70%1.28%2.68%3.82%06/98
Domini Social Bond Fund3.37%3.48%2.05%1.54%3.26%4.22%06/00
DWS GNMA Fund S1.43%0.96%0.90%0.96%3.38%5.86%07/00
LKCM Aquinas Fixed Income      
MMA Praxis Intermediate Income A2.72%2.70%1.73%1.70%3.94%4.44%05/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Intermediate Income B      
New Covenant Income Fund2.23%2.25%1.73%1.45%1.95%3.53%07/99
Parnassus Fixed Income2.96%3.14%2.02%1.40%3.40%5.09%08/92
Pax World High Yield Bond Fund6.35%8.94%3.56%4.01%5.43%5.50%10/99
PIMCO Low Duration Fund III Admin1.39%1.75%0.81%0.73%2.52%3.78%03/99
PIMCO Total Return III Admin3.93%4.63%1.99%1.72%4.73%6.48%04/97
Institutional FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Global Alternative Energy I27.18%30.11%3.35%7.95%-8.13%-5.65%
Calvert International Opportunities I36.22%38.79%11.37%12.55%4.44%4.60%05/07
Calvert Large Cap Growth I      
Calvert Mid Cap Value I      
Calvert New Vision Small Cap I      
Calvert Social Index I20.19%22.20%10.29%16.00%8.36%4.44%06/00
Calvert World Values Intl Equity I19.68%22.74%3.81%6.65%-0.56%2.61%02/99
CNI Charter Socially Responsible Equity I14.64%16.16%5.51%10.75%5.05%5.51%01/05
CRA Qualified Investment Fund I2.52%2.45%1.88%1.41%3.38%3.55%03/07
CSIF Balanced Portfolio I10.77%12.16%5.11%8.81%5.71%5.89%02/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
CSIF Bond Portfolio I4.07%4.23%3.00%2.64%4.09%5.45%03/00
CSIF Equity Portfolio I25.64%25.91%10.44%14.68%8.77%8.24%11/99
Domini Institutional Social Equity Fund15.46%17.00%6.02%12.80%7.21%8.90%05/96
Dreyfus Premier Third Century I15.29%17.62%6.91%13.56%7.84%9.55%08/99
Dreyfus Socially Resp Growth I15.33%17.63%6.92%13.64%7.90%8.09%10/93
Gabelli SRI Fund Inc I12.27%13.09%6.33%10.44%7.77%6.72%06/07
MMA Praxis Core Stock I      
MMA Praxis Growth Index I26.20%28.11%11.87%16.46%9.44%9.36%05/07
MMA Praxis Intermediate Income I3.17%3.18%2.13%2.11%4.32%4.67%05/06
MMA Praxis International I      
MMA Praxis Small Cap Fund I11.69%13.08%5.84%9.36%6.56%5.70%05/07
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Value Index I15.37%17.99%8.42%14.16%5.90%5.68%05/06
Pax World Balanced I12.43%13.73%5.69%8.67%4.63%8.47%04/07
Pax World Global Green I26.00%27.19%10.92%13.15% 6.78%03/08
Pax World Growth I21.16%23.32%9.37%14.32%7.91%5.58%04/07
Pax World International Fund I      
Pax World Small Cap Fund I7.92%11.02%8.08%14.06% 10.13%03/08
Pax World Women's Equity Fund I22.86%25.00%8.37%12.00%4.13%6.99%04/06
PIMCO Low Duration Fund III I1.62%2.01%1.06%0.98%2.79%4.04%12/96
PIMCO Total Return III I4.17%4.89%2.26%1.98%4.97%6.74%05/91
Portfolio 21 I26.75%27.89%9.61%11.15%4.95%5.24%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 Retail19.19%21.38%9.48%14.71%7.88%5.56%03/06
TIAA-CREF Inst Social Choice Equity Retire19.28%21.42%9.51%14.75%7.87%5.55%10/02
Vanguard FTSE Social Index I22.95%25.03%11.30%17.30%8.31%8.77%01/03
Winslow Green Growth I      

 

 
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