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Jantzi Social Index June 2011 Returns

Toronto, ON -- July 7, 2011 -- Jantzi-Sustainalytics reported that the Jantzi Social Index® (JSI) decreased in value by 3.08 per cent during the month of June. During the same period, the S&P/TSX Composite Index decreased by 3.33 per cent and the S&P/TSX 60 Index decreased by 2.88 per cent. Since inception on January 1, 2000 through June 30, 2011, the JSI has achieved an annualized return of 6.14 per cent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 6.36 per cent and 6.06 per cent respectively, over the same period.

Returns

June 

3 mths

1 yr

3 yr

5 yr

10 yr

Inception

Annualized

Inception

Cumulative*

JSI

-3.08%

-5.20%

21.09%

-0.51%

4.97%

7.72%

6.14%

98.37%

S&P/TSX

Composite

-3.33%

-5.15%

20.87%

0.19%

5.67%

8.05%

6.36%

103.25%

S&P/TSX 60

-2.88%

-4.95%

18.40%

-1.26%

5.81%

7.93%

6.06%

96.62%

Sector Contribution

  • In the month of June 2011, the sector that made the largest positive contribution to the performance of the JSI was the Telecommunications Services Sector. Of the overall return of the JSI, 2.03 basis points were attributed to the Telecommunications Services Sector.
  • The sector that made the largest negative contribution to the performance of the JSI was the Energy Sector. This sector can be attributed with -126.02 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 June 2011.

 

TOP POSITIVE CONTRIBUTIONSBASIS POINTS CONTRIBUTED
Bank of Nova Scotia:19.70
Shaw Communications Inc. CI B NV:5.87
Potash Corp. of Saskatchewan Inc.:4.90

 

TOP NEGATIVE CONTRIBUTIONSBASIS POINTS CONTRIBUTED
Research in Motion Ltd.:-73.67
Suncor Energy Inc.:-41.61
EnCana Corp.:-29.67