Jantzi Social Index June 2010 Returns
Toronto, ON -- Today, Jantzi-Sustainalytics reported that the Jantzi Social Index® (JSI) decreased in value by 5.50 per cent during the month of June. During the same period, the S&P/TSX Composite Index decreased by 3.71 per cent and the S&P/TSX 60 Index decreased by 4.02 per cent. Since inception on January 1, 2000 through June 30, 2010, the JSI achieved an annualized return of 4.81 per cent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 5.07 per cent and 4.95 per cent respectively, over the same period.
| RETURNS | June | 3mths | 1yr | 3yr | 5yr | 10yr | Inception Annualized | Inception Cumulative* |
|---|---|---|---|---|---|---|---|---|
| JSI | -5.50% | -9.39% | 5.72% | -5.52% | 4.72% | 2.88% | 4.81% | 63.83% |
| S&P/TSX Composite | -3.71% | -5.51% | 11.95% | -3.88% | 5.45% | 3.27% | 5.07% | 68.15% |
| S&P/TSX 60 | -4.02% | -5.69% | 7.90% | -3.54% | 6.06% | 2.85% | 4.95% | 66.07% |
*Cumulative since 01/01/2000
Sector Contribution
- In the month of June 2010, the sector that made the largest positive contribution to the performance of the JSI was the Health Care Sector. Of the overall return of the JSI, 10.39 basis points were attributed to the Health Care Sector.
- The sector that made the largest negative contribution to the performance of the JSI was the Financials Sector. This sector can be attributed with -164.72 basis points of the overall return of the JSI.
Company Contribution
The following companies made the largest positive and negative contributions to the performance of the JSI during the month of June 2010.
| TOP POSITIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
| Bank of Nova Scotia: | 32.84 |
| Precision Drilling Corp.: | 13.60 |
| Biovail Corp.: | 9.86 |
| TOP NEGATIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
| Research in Motion Ltd.: | -82.68 |
| Potash Corp. of Saskatchewan Inc.: | -71.82 |
| Bank of Montreal: | -41.07 |
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