Toronto, ON -- Today, Jantzi-Sustainalytics reported that the Jantzi Social Index® (JSI) increased in value by 4.03 per cent during the month of September. During the same period, the S&P/TSX Composite Index increased by 5.14 per cent and the S&P/TSX 60 Index increased by 4.56 per cent. Since inception on January 1, 2000 through September 30, 2009, the JSI achieved an annualized return of 5.52 per cent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 5.34 per cent and 5.43 per cent respectively, over the same period.
| RETURNS | September | 3 mths | 6 mths | 1 yr | 3 yr* | 5 yr* | Inception Annualized | Inception Cumulative* |
|---|---|---|---|---|---|---|---|---|
| JSI | 4.03% | 8.99% | 35.14% | 2.04% | 1.47% | 8.04% | 5.52% | 68.89% |
| S&P/TSX Composite | 5.14% | 10.61% | 32.70% | 0.50% | 1.85% | 8.34% | 5.34% | 66.13% |
| S&P/TSX 60 | 4.56% | 8.76% | 30.62% | -0.54% | 2.95% | 9.59% | 5.43% | 67.40% |
*Cumulative (since 01/01/2000)
Sector Contribution
Company Contribution
The following companies made the largest positive and negative contributions to the performance of the JSI during the month of September 2009.
TOP POSITIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
THOMSON REUTERS CORP.: | 97.53 |
| SUNCOR ENERGY INC.: | 79.90 |
| ROYAL BANK OF CANADA: | 69.86 |
TOP NEGATIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
RESEARCH IN MOTION LTD.: | -58.79 |
| BCE INC.: | -17.38 |
| ROGERS COMMUNICATIONS INC. CL B: | -8.47 |
|