Jantzi Social Index December 2009 Returns
Toronto, ON -- Today, Jantzi-Sustainalytics reported that the Jantzi Social Index® (JSI) increased in value by 2.34 per cent during the month of December. During the same period, the S&P/TSX Composite Index increased by 2.93 per cent and the S&P/TSX 60 Index increased by 2.20 per cent. Since inception on January 1, 2000 through December 31, 2009, the JSI achieved an annualized return of 5.68 per cent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 5.61 per cent and 5.55 per cent respectively, over the same period.
RETURNS | December | 3 mth | 1 yr | 3 yr* | 5 yr* | 10 yr* | Inception | Inception |
|---|---|---|---|---|---|---|---|---|
| JSI | 2.34% | 2.83% | 39.78% | -1.00% | 7.18% | 5.68% | 5.68% | 73.67% |
| S&P/TSX Composite | 2.93% | 3.86% | 35.05% | -0.21% | 7.66% | 5.61% | 5.61% | 72.54% |
| S7P/TSX 60 | 2.20% | 2.57% | 31.93% | 0.31% | 8.72% | 5.55% | 5.55% | 71.71% |
*Cumulative since (01/01/2000)
Sector Contribution
- In the month of December 2009, the sector that made the largest positive contribution to the performance of the JSI was the Financials Sector. Of the overall return of the JSI, 200.10 basis points were attributed to the Financials Sector.
- The sector that made the largest negative contribution to the performance of the JSI was the Telecommunication Services Sector. This sector can be attributed with -152.99 basis points of the overall return of the JSI.
| TOP POSTIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
Research in Motion Ltd.: | 96.96 |
Bank of Nova Scotia: | 49.46 |
Toronto-Dominion Bank: | 49.28 |
| TOP NEGATIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
EnCana Corp.: | -221.05 |
BCE Inc.: | -194.14 |
Yamana Gold Inc.: | -13.75 |
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