Our Record of Performance


In a "lost decade" from 12.31.99 to 12.31.09 the stock market1 declined by 9.1%. Over the same period the SRI Group had a positive return.2

In 2008, the worst year for the stock market1 since 1931, the stock market1 declined 37%. At the SRI Group, despite an extraordinarily adverse environment, we contained the decline to 18%.2

We still did it all while maintaining consistency with our clients' values.
Footnotes:
1. Balanced composite returns are asset-weighted, time-weighted returns for all portfolios of at least $1,000,000 in value of clients who have been clients for at least one full calendar quarter, except portfolios affected by a material margin debt position. 2. All returns represent Total Return including the reinvestment of dividends and interest. 3. Net performance is net of transaction costs and net of advisory fees. 4. Returns of Indices are extracted from 2010 Ibbotson Stocks, Bonds, Bills and Inflation (SBBI) Classic Yearbook (Morningstar Inc., Chicago, Illinois). 5. Past performance is not to be construed as a guarantee of future performance.

©2010 Social Responsibility Investment Group, Inc - all rights reserved.