Seeking growth, the responsible way.

Cumulative Portfolio Performance Since Inception (% Return)

Since SRI’s inception in 2013, the fund has outpaced the S&P 500 in total return, generating a cumulative return of 974.72% and a compound annual growth rate (CAGR) of 21.88%. This performance reflects SRI’s disciplined investment process and long-term approach, which has consistently delivered strong results over more than a decade.

Annual Portfolio Performance Since Inception (YoY % Return)

SRI aims to outperform the S&P 500 over the long term. This bar chart highlights the fund’s year-over-year (YoY) returns compared to the S&P 500 benchmark. Since inception, SRI has outperformed the S&P in 7 of the past 12 years, demonstrating the strength of its investment strategy through varying market conditions.

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