Jantzi Social Index May 2017 Total Returns
Toronto, ON — June 7, 2017 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.65 percent during the month of April. During the same period, the S&P/TSX Composite Index decreased by 1.33 percent and the S&P/TSX 60 Index decreased by 1.19 percent.
Since inception on January 1, 2000 through May 31, 2017, the JSI has achieved an annualized return of 6.51 percent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 6.08 percent and 6.05 percent respectively, over the same period.
| Total Returns | May | 3 mths | 1 yr | 3 yr | 5 yr | 10 yr | Inception Annualized | Inception Cumulative* |
| JSI | -0.65% | 1.40% | 15.83% | 6.01% | 10.97% | 4.34% | 6.51% | 199.72% |
| S&P/TSX Composite | -1.33% | 0.43% | 12.27% | 4.73% | 9.15% | 3.88% | 6.08% | 179.47% |
| S&P/TSX 60 | -1.19% | 0.64% | 13.64% | 5.82% | 9.94% | 4.13% | 6.05% | 178.33% |
*Cumulative since 01/01/2000
Sector Contributions
In May 2017, the sector that made the largest positive contribution to the performance of the JSI was the Industrials sector with 63.67 basis points. The sector that made the largest negative contribution to the performance of the index was the Financials sector with -91.93 basis points.
Company Contributions
In May 2017, Canadian National Railways was the largest positive contributor to the performance of the JSI with 48.61 basis points. Bank of Montreal was the largest negative contributor to the performance of the index with -40.40 basis points.
| TOP POSITIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
| Canadian National Railways: | 48.61 |
| Restaurant Brands International: | 14.87 |
| Kinross Gold Corp: | 14.22 |
| TOP NEGATIVE CONTRIBUTIONS | BASIS POINTS CONTRIBUTED |
|---|---|
| Bank of Montreal: | -40.40 |
| Sun Life Financial: | -24.66 |
| Teck Resources Limited: | -20.73 |
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