Bloomberg Reports the Biggest ESG Funds Are Beating the Market

Nicholas Kaiser, Portfolio Manager of the Amana Growth Fund

January 29, 2020 - Bloomberg.com included Amana Growth Fund, managed by Saturna Capital, on a list of 10 top-performing ESG funds in the article “The Biggest ESG Funds Are Beating the Market.” The article was published in conjunction with Bloomberg’s fourth annual ranking of the largest environmental, social, and governance (ESG) funds. According to Bloomberg, assets of the funds surveyed for this year’s list rose 34% to $101 billion in 2019. 

Bloomberg surveyed 75 retail ESG funds with at least five-year track records to compile the list. They focused on funds with at least $100 million in assets that incorporate ESG in their investment process. The funds were evaluated on one, three, and five-year performance, equally weighted, for year-end 2019.

 

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Average Annual Total Returns

As of December 31, 2019 Ticker 1 Year 3 Year 5 Year 10 Year 15 Year Expense Ratio1
Amana Growth Investor Shares AMAGX 33.07% 20.70% 13.51% 12.81% 11.09% 1.03%
Amana Growth Institutional Shares AMIGX 33.41% 20.98% 13.77% n/a n/a 0.79%
S&P 500 Index   31.49% 15.26% 11.69% 13.55% 8.99% n/a

1 Expense ratios shown are as stated in the Fund's most recent prospectus dated September 27, 2019.

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Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than performance data quoted. Standardized returns current to the most recent month-end can be obtained by visiting our Month-End Returns Page or by calling toll free 1-800-728-8762.