Home › Press Releases ›

Jantzi Social Index April 2011 Returns

Toronto, ON -- May 6, 2011 -- Jantzi-Sustainalytics reported that the Jantzi Social Index® (JSI) decreased in value by 1.48 per cent during the month of April. During the same period, the S&P/TSX Composite Index decreased by 1.02 per cent and the S&P/TSX 60 Index decreased by 1.18 per cent. Since inception on January 1, 2000 through April 30, 2011, the JSI has achieved an annualized return of 6.59 per cent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 6.86 per cent and 6.51 per cent respectively, over the same period. 

 

RETURNSApril3 mos1 yr3 yr5 yr10 yrInception AnnualizedInception Cumulative*
JSI-1.48% 3.07%13.75%1.71%4.81%7.66%6.59%106.14%
S&P/TSX Composite-1.02%3.50%17.22%3.05%5.63%8.26%6.86%112.09%
S&P/TST 60-1.18%3.07%14.32%1.65%5.71%8.06%6.51%104.43%

*Cumulative since 01/01/2000

Sector Contribution

  • In the month of April 2011, the sector that made the largest positive contribution to the performance of the JSI was the Health Care Sector. Of the overall return of the JSI, 5.67 basis points were attributed to the Health Care Sector.
  • The sector that made the largest negative contribution to the performance of the JSI was the Financials Sector. This sector can be attributed with -67.31 basis points of the overall return of the JSI.

Company Contribution

The following companies made the largest positive and negative contributions to the performance of the JSI during the month of April 2011.
TOP POSITIVE CONTRIBUTIONSBASIS POINTS CONTRIBUTED
Enbridge Inc.:9.34
Lundin Mining Corp.:6.23
Nexen Inc.:5.90
TOP NEGATIVE CONTRIBUTIONSBASIS POINTS CONTRIBUTED
Research in Motion Ltd.:-45.83
Toronto-Dominion Bank:-38.29
Potash Corp. of Saskatchewan Inc.:-39.35