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Climate Rating vs. the S&P: A Long Term Look

Long-Term Climate Rating Performance Graph

Here's a simple, yet profound graph that demonstrates the power of our unique Climate Ratings. If starting in January of 2003 you had invested in only stocks with a Climate Rating of 5, and had rebalanced your portfolio every six months to make sure that your investments were being helped by the economy, your investments for the next five years would have followed the path of the blue line. The pink line, as a benchmark, is the S&P 500. Clearly, The Economy Matters.

Past performance does not guarantee future results.

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