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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 (04/30/18)
Domestic Equity FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
American Trust Allegiance-2.17%9.73%5.78%8.25%6.16%6.62%03/97
Appleseed Fund-1.60%8.40%2.70%4.28%7.49%6.34%12/06
Ariel Appreciation-0.73%6.85%4.91%10.20%9.94%10.73%12/89
Ariel Focus Fund0.51%9.80%6.30%9.37%6.33%6.03%06/05
Ariel Fund-1.06%7.46%6.46%11.94%9.88%11.35%11/86
Azzad Ethical Income Fund      
Azzad Ethical Mid Cap Fund1.35%12.88%5.11%9.66%8.17%5.64%12/00
Calvert Capital Accumulation A1.08%8.95%2.68%7.97%7.54%7.78%10/94
Calvert Capital Accumulation B      
Calvert Capital Accumulation C0.85%8.14%1.89%7.15%6.70%6.94%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 A0.25%10.39%8.80%11.78%8.67%7.42%10/04
Calvert Small Cap Value C0.00%9.59%7.98%10.94%7.76%6.40%04/05
Calvert Social Index A-0.45%11.76%9.28%12.73%8.76%3.88%06/00
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Social Index B      
Calvert Social Index C-0.67%10.98%8.47%11.86%7.81%2.92%06/00
CNI Charter Socially Responsible Equity N-2.66%10.17%5.14%7.38%5.26%5.10%08/05
CSIF Enhanced Equity Portfolio A      
CSIF Enhanced Equity Portfolio B      
CSIF Enhanced Equity Portfolio C      
CSIF Equity Portfolio A2.68%16.77%10.10%12.78%8.85%8.45%08/87
CSIF Equity Portfolio B      
CSIF Equity Portfolio C2.46%15.89%9.25%11.94%8.03%7.69%03/94
Domini Social Equity A-1.26%7.39%5.00%9.56% 12.97%11/08
Domini Social Equity Fund-1.25%7.35%5.05%9.57%7.20%8.29%06/91
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini Social Equity R-1.28%7.66%5.36%9.90%7.55%7.01%11/03
Dreyfus Premier Third Century A-1.53%5.78%5.68%9.79%7.93%9.27%08/99
Dreyfus Premier Third Century B      
Dreyfus Premier Third Century C-1.70%4.99%4.88%8.95%7.13%8.46%08/99
Dreyfus Premier Third Century T      
Dreyfus Premier Third Century Z-1.41%5.99%5.92%10.02%8.19%9.38%03/72
Dreyfus Socially Resp Growth S-1.49%5.82%5.78%9.90%8.10%3.71%12/00
Epiphany FFV Fund A      
Epiphany FFV Fund C      
Epiphany FFV Fund N0.24%16.83%7.19%10.12%7.45%6.02%01/07
Eventide Gilead Fund1.90%22.67%8.00%15.49% 14.75%07/08
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Firsthand Alternative Energy Fund-1.19%13.98%-0.61%8.88%-4.03%-3.80%10/07
Flex-funds Total Return Utilities-1.38%3.20%1.15%5.16%4.17%7.37%06/95
Gabelli SRI Fund Inc A-6.28%-0.46%3.81%6.69%7.69%5.68%06/07
Gabelli SRI Fund Inc AAA-6.33%-0.46%3.81%6.68%7.68%5.68%06/07
Gabelli SRI Fund Inc C-6.56%-1.21%3.03%5.89%6.87%4.89%06/07
Green Century Equity-0.37%12.20%9.85%11.96%8.49%7.85%09/95
Integrity Growth & Income Fund-2.06%10.42%6.85%9.21%7.01%8.46%01/95
LKCM Aquinas Growth Fund      
LKCM Aquinas Small Cap Fund      
LKCM Aquinas Value Fund1.98%14.76%8.30%9.66%7.35%7.63%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 A1.91%16.83%11.83%14.12%9.91%8.79%05/07
MMA Praxis Growth Index B      
MMA Praxis Small Cap Fund A1.39%11.32%4.54%7.36%6.78%5.05%05/07
MMA Praxis Small Cap Fund B      
MMA Praxis Value Index A-1.95%10.03%7.22%9.91%6.18%4.31%05/01
MMA Praxis Value Index B      
Neuberger Berman Socially Responsive Inv0.63%11.56%8.82%11.67%8.21%9.34%03/94
Neuberger Berman Socially Responsive Tr0.58%11.36%8.63%11.48%8.02%9.14%03/97
New Alternatives Fund-2.54%5.17%3.24%9.18%2.12%7.84%09/82
New Covenant Growth Fund0.11%13.77%7.74%10.75%6.90%4.50%07/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Parnassus Equity Income0.75%11.57%9.30%11.63%9.92%10.62%08/92
Parnassus Fund-3.81%5.37%7.30%12.76%10.51%10.06%12/84
Parnassus Mid-Cap Fund-1.75%6.84%9.15%11.19%10.27%9.30%04/05
Parnassus Small Cap Fund      
Parnassus Workplace Fund-4.30%9.10%11.53%15.27%13.16%11.91%04/05
Pax World Growth-0.86%12.83%8.64%12.03%8.16%5.34%06/97
Pax World Growth R      
Pax World Small Cap Fund-3.41%5.34%5.07%9.96%9.08%9.17%03/08
Pax World Small Cap Fund R      
Pax World Women's Equity Fund0.00%14.25%8.33%9.76%4.55%6.82%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 N2.01%15.50%9.60%11.29%6.72%3.32%12/00
Utopia Core Conservative      
Utopia Core Fund      
Utopia Growth Fund      
Utopia Yield Income Fund      
Vanguard FTSE Social Index Fd-0.25%14.34%10.61%13.81%9.33%4.48%05/00
Walden Social Equity Fund-0.65%12.57%10.09%11.42%8.18%6.30%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-3.72%13.23%0.45%3.52%-8.00%-6.01%05/07
Calvert Global Alternative Energy C-4.10%12.31%-0.43%2.56%-8.86%-7.34%07/07
Calvert International Opportunities A2.75%23.59%9.65%10.05%4.90%4.40%05/07
Calvert International Opportunities C2.48%22.70%8.72%9.11%4.03%3.77%07/07
Calvert World Values Intl Equity A0.11%10.64%2.22%3.92%-0.43%3.75%07/92
Calvert World Values Intl Equity B      
Calvert World Values Intl Equity C-0.20%9.74%1.43%3.07%-1.29%2.09%03/94
DFA Emerging Mkts Soc Core Eq Port0.40%18.85%6.79%4.79%3.07%6.75%08/06
Domini European PacAsia Social Equity A0.64%10.65%6.28%7.16%3.35%2.74%12/06
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Domini European PacAsia Social Equity Fund0.67%10.68%6.35%7.19%3.22%2.50%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 Fund6.95%20.88%-5.35%2.52%-12.90%-9.58%03/06
MMA Praxis International A      
MMA Praxis International B      
Pax World Global Green-4.41%9.53%7.56%9.04%5.64%5.82%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 210.42%15.85%8.65%8.58%5.43%5.90%09/99
Balanced FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Aggresive Allocation A-0.20%11.67%7.14%9.47%6.00%6.15%06/05
Calvert Aggresive Allocation C-0.46%10.84%6.23%8.43%4.79%4.93%06/05
Calvert Conservative Allocation A-0.71%4.97%3.69%4.76%5.10%5.18%04/05
Calvert Conservative Allocation C-0.96%4.19%2.84%3.84%4.01%4.02%04/05
Calvert Moderate Allocation A-0.23%8.68%5.56%7.26%5.49%5.72%04/05
Calvert Moderate Allocation C-0.55%7.80%4.75%6.46%4.69%4.89%04/05
CSIF Balanced Portfolio A-0.94%6.73%4.34%6.94%5.58%7.54%10/82
CSIF Balanced Portfolio B      
CSIF Balanced Portfolio C-1.16%5.92%3.53%6.10%4.70%4.83%03/94
Green Century Balanced Fund-0.53%7.02%4.14%7.48%6.14%6.82%03/92
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Legg Mason Partners Social Awareness A0.73%10.99%6.17%7.73%5.86%7.25%11/92
Legg Mason Partners Social Awareness B0.51%10.22%5.25%6.72%4.90%6.91%02/87
Legg Mason Partners Social Awareness C0.50%10.16%5.39%6.96%5.16%6.21%05/93
New Covenant Balanced Growth Fund-0.51%7.87%5.01%6.85%5.03%4.26%07/99
New Covenant Balanced Income Fund-0.97%4.19%3.24%4.37%3.71%3.89%07/99
Pax World Balanced Fund-0.66%7.55%5.37%7.06%4.74%8.29%08/71
Pax World Balanced R      
Walden Social Balanced Fund-1.01%8.35%7.29%8.36%6.26%5.30%06/99
Fixed Income FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Access Cap Strat Community Inv Fd-1.90%-1.21%0.51%1.17%3.02%4.06%06/98
CRA Qualified Investment Fund-1.65%-0.77%0.44%0.63%2.66%3.87%08/99
CRA Qualified Investment Fund Retail-1.61%-0.68%0.54%0.72%2.76%2.94%03/07
CSIF Bond Portfolio A-1.69%0.48%1.57%1.53%3.37%6.02%08/87
CSIF Bond Portfolio B      
CSIF Bond Portfolio C-1.90%-0.28%0.71%0.69%2.53%3.66%06/98
Domini Social Bond Fund-2.14%-0.10%1.33%1.14%2.90%4.02%06/00
DWS GNMA Fund S-1.16%-0.61%0.44%0.58%3.01%5.75%07/00
LKCM Aquinas Fixed Income      
MMA Praxis Intermediate Income A-2.05%-0.63%0.79%1.18%3.55%4.29%05/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Intermediate Income B      
New Covenant Income Fund-1.66%-0.62%0.84%1.07%1.96%3.37%07/99
Parnassus Fixed Income-2.27%-1.06%0.89%0.95%2.98%4.92%08/92
Pax World High Yield Bond Fund-0.75%1.27%3.38%2.82%5.22%5.33%10/99
PIMCO Low Duration Fund III Admin-0.78%-0.05%0.50%0.41%2.18%3.67%03/99
PIMCO Total Return III Admin-2.48%-0.48%0.94%0.96%4.15%6.29%04/97
Institutional FundsYTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
Calvert Global Alternative Energy I-3.54%13.61%0.84%3.93%-7.58%-5.59%05/07
Calvert International Opportunities I2.81%24.06%10.06%10.50%5.35%4.85%05/07
Calvert Large Cap Growth I      
Calvert Mid Cap Value I      
Calvert New Vision Small Cap I      
Calvert Social Index I-0.31%12.17%9.68%13.22%9.30%4.36%06/00
Calvert World Values Intl Equity I0.21%10.98%2.62%4.42%0.19%2.65%02/99
CNI Charter Socially Responsible Equity I-2.55%10.48%5.33%7.61%5.49%5.27%01/05
CRA Qualified Investment Fund I-1.50%-0.32%0.92%1.09%3.13%3.30%03/07
CSIF Balanced Portfolio I-0.83%7.10%4.74%7.39%6.07%5.72%02/99
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
CSIF Bond Portfolio I-1.62%0.84%1.95%2.01%3.93%5.26%03/00
CSIF Equity Portfolio I2.82%17.17%10.53%13.28%9.39%8.23%11/99
Domini Institutional Social Equity Fund-1.14%7.72%5.41%9.97%7.62%8.73%05/96
Dreyfus Premier Third Century I-1.41%6.09%6.02%10.13%8.31%9.42%08/99
Dreyfus Socially Resp Growth I-1.42%6.09%6.05%10.18%8.38%7.89%10/93
Gabelli SRI Fund Inc I-6.21%-0.19%4.07%6.95%7.95%5.94%06/07
MMA Praxis Core Stock I      
MMA Praxis Growth Index I2.07%17.32%12.30%14.63%10.40%9.25%05/07
MMA Praxis Intermediate Income I-1.94%-0.18%1.18%1.58%3.93%4.37%05/06
MMA Praxis International I      
MMA Praxis Small Cap Fund I1.71%12.04%5.16%8.03%7.36%5.60%05/07
 YTD1 Yr.Annualized ReturnsInception
date
3 Yr.5 Yr.10 Yr.Since
inception
MMA Praxis Value Index I-1.89%10.48%7.71%10.43%6.76%5.43%05/06
Pax World Balanced I-0.56%7.82%5.63%7.33%5.00%8.40%04/07
Pax World Global Green I-4.38%9.79%7.81%9.30%5.91%6.09%03/08
Pax World Growth I-0.79%13.10%8.89%12.29%8.42%5.47%04/07
Pax World International Fund I      
Pax World Small Cap Fund I-3.33%5.61%5.33%10.24%9.36%9.45%03/08
Pax World Women's Equity Fund I0.12%14.53%8.61%10.03%4.82%6.95%04/06
PIMCO Low Duration Fund III I-0.69%0.20%0.75%0.66%2.45%3.93%12/96
PIMCO Total Return III I-2.41%-0.24%1.19%1.22%4.39%6.55%05/91
Portfolio 21 I0.47%16.13%8.92%8.87%5.72%5.19%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 Retail-0.12%13.21%9.68%11.54%8.59%5.49%03/06
TIAA-CREF Inst Social Choice Equity Retire-0.10%13.28%9.70%11.58%8.58%5.48%10/02
Vanguard FTSE Social Index I-0.17%14.47%10.73%13.92%9.46%8.59%01/03
Winslow Green Growth I      

 

 
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