Portfolio of Socially Responsible Investing (SRI) Stocks

See the following 8 socially responsible investing (SRI) stocks.


8 Socially Responsible Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline Chart

AccentureACN
AmgenAMGN
ChubbCB
Johnson ControlsJCI
QualcommQCOM
StarbucksSBUX
The TJX CompaniesTJX
XylemXYL
Sparkline weekly price charts based on Alpha Vantage data.


Portfolio Values

To inspect the performance of the Socially Responsible Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 8 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,250.00 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $17,608. The percent return is 76.08%. The annualized return is 11.98%.


8 Socially Responsible Stocks Returns

Name

Symbol

% Return & Details

AccentureACN141.74%
AmgenAMGN63.50%
ChubbCB49.93%
Johnson ControlsJCI25.24%
QualcommQCOM167.80%
StarbucksSBUX44.83%
The TJX CompaniesTJX65.89%
XylemXYL49.69%


Portfolio Value Chart for Last 100 Daily Closes



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