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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 2008.


Socially Responsible Stocks - Return Results
Portfolio:
Socially Responsible Stocks
Start date:
Jan-15-2008
Start value:
$10,000
End date:
Jan-15-2018
End value:
$26,859
Number prices
76
Minimum value occurred on Oct-31-2011
$10,000
Maximum value occurred on Jan-31-2018
$26,859
Total gain or loss (Start date to End date)
168.59%
Annualized gain or loss (Start date to End date)
10.38%
Total dollar value on End date of a $10,000 purchase made on Start date
$26,859
Average percent return for all possible buy/sell combinations
40.38%
Number returns
2,850
Number profitable returns (Winners)
2,667
Percent profitable returns
93.58%
Number unprofitable returns (Losers)
183
Percent unprofitable returns
6.42%
Winners to losers ratio
14.57
Stock Return Calculator


Click chart to enlarge it.




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