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Portfolio of Socially Responsible Investing (SRI) Stocks

See the following 10 socially responsible investing (SRI) stocks.

Socially Responsible Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Accenture
Amgen
Celgene
Chubb
Johnson Controls
Praxair
Qualcomm
Starbucks
The TJX Companies
Xylem
Price and dividend data from Quandl.


To inspect the performance of the Socially Responsible Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 10 are included in the portfolio computations. The current value of the portfolio assumes that $1,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007.


Socially Responsible Stocks - Return Results
Portfolio:
Socially Responsible Stocks
Start date:
Sep-21-2007
Start value:
$10,000
End date:
Sep-21-2017
End value:
$25,238
Number prices
24
Minimum value occurred on Dec-31-2011
$10,000
Maximum value occurred on Sep-30-2017
$25,238
Total gain or loss (Start date to End date)
152.38%
Annualized gain or loss (Start date to End date)
643.20%
Total dollar value on End date of a $10,000 purchase made on Start date
$25,238
Average percent return for all possible buy/sell combinations
36.02%
Number returns
276
Number profitable returns (Winners)
246
Percent profitable returns
89.13%
Number unprofitable returns (Losers)
30
Percent unprofitable returns
10.87%
Winners to losers ratio
8.20
Stock Return Calculator


Click chart to enlarge it.




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