¡u¦³ªÀ·|¨}ª¾·íµM¦n¡A¦ý©³½u¬O¬Æ»ò¡H¡v
¡uµª®×¬O¤j³¡¤À³oÃþ°òª÷¡A©³½u¬O¦^³ø²v¤£¿ù¡A¦hÁ¡C¡v
|
| 2001¦~2¤ë11¤é¡A«nµØ¦³ø |
|
SRI¤Î°òª÷ªí²{
®Ú¾Ú¸gÅç½Õ¬d¤Î¾Ç³N¬ã¨s¡A¨S¦³¥ô¦ó²z¾Ú»¡©ú¡ASRI°òª÷ªºªí²{®t«l¡C¨Æ¹ê¤W¤j³¡¤À¤ÀªRû³£»{¬°¡A¥u¦³¤Ö³¡¤ÀSRI°òª÷ªí²{»P¤@¯ë°òª÷¬Û¬ù¡A¤j³¡¤ÀSRI°òª÷ªºªí²{¤ñ¤@¯ë°òª÷¬°¨Î¡C
¦h¬ü¦~ªÀ·|«ü¼Æ (Domini Social Index)
¦h¬ü¦~ªÀ·|«ü¼Æ (DSI) ¥Ñ¥|¦Ê°¦ªÑ²¼²Õ¦¨¡A³o¥|¦Ê°¦ªÑ²¼´N¬O¥HªÀ·|¤ÎÀô«O·Ç«h¿z¿ï¡Aµ²ªG¦Û¤@¤E¤E¹s¦~¶}©l¨ì¤G¹s¹s¤@¦~¤Q¤@¤ë¤T¤Q¤é¡A¦h¬ü¦~ªÀ·|«ü¼Æ¤ñ¼ÐÃФ¦Ê«ü¼ÆªºªÑ²¼¦^³ø²v¬°°ª¡C
| DSI Performance Statistics |
| Total Return as of 11/30/01 |
DSI 400
|
S&P 500
|
| November 2001 |
8.82%
|
7.67%
|
| YTD |
-12.31%
|
-12.65%
|
| Last Qtr |
-14.17%
|
-14.68%
|
| One Year |
-13.58%
|
-12.21%
|
| Three Year * |
0.18%
|
0.58%
|
| Five Year * |
11.24%
|
10.09%
|
| Ten Year * |
15.13%
|
14.08%
|
 |
¤½¥Á«ü¼Æ Citizen¡¦s Index (CI)
¤½¥Á«ü¼Æ¬O¬ü°ê¤T¦Ê°¦³Ì¦³ªÀ·|³d¥ô¤½¥qªºªÑ²¼²Õ¦X«ü¼Æ¡A¤½¥Á«ü¼Æ¦b¹L¥h¤»¦~ªºªí²{¡A¦³¤¦~¤ñ°_¼ÐÃФ¦Ê«ü¼Æ§ó¨Î¡C
(www.citizensfunds.com)
Citizens
Index vs. S&P 500 Index
Performance Comparison as of 12/8/01 |
| Time Period |
Citizens Index |
S&P 500 Index |
Over/Under
Performance |
| 1995 |
41.00%
|
37.48%
|
+3.52%
|
| 1996 |
26.24%
|
23.07%
|
+3.17%
|
| 1997 |
37.18%
|
33.24%
|
+3.94%
|
| 1998 |
45.02%
|
28.75%
|
+16.27%
|
| 1999 |
29.58%
|
21.01%
|
+8.56%
|
| 2000 |
-19.62%
|
-9.10%
|
-10.52%
|
| 1st Quarter 2001 |
-16.53%
|
-11.86%
|
-4.67%
|
| 2nd Quarter 2001 |
8.74%
|
5.85%
|
+2.89%
|
| 3rd Quarter 2001 |
-18.89%
|
-14.68%
|
-
|
|
¹Dã´µÀô²y¥i«ùÄòµo®i«ü¼Æ¡]DJGSI¡^
¤@¤E¤E¤K¦~¡A¥i«ùÄòµo®i¸ê²£ºÞ²z°òª÷»P¹Dã´µ«ü¼Æ¦X¤Oµo®i¥XÀô²ySRI«ü¼Æ¡A¥H¤U¸ê®Æ°l·¹¦Ü¤@¤E¤E¤»¦~¡C
«Â¨¯«O (Wiesenberger)
Œ¢±N¤K¤Q¤T°¦ªÀ·|¿ï¾Ü°òª÷»P«DªÀ·|¿ï¾Ü°òª÷¬Û¤ñ¡AªÀ·|¿ï¾Ü°òª÷ªºªí²{¬Û¹ï¥X¦â¡C ( www.socialinvest.org).
¿W¥ß°òª÷
¬°±À°Ê¦PÃþ«¬ªº°òª÷ªí²{¤ñ¸û¡AASrIA±q«Â¨¯«O(Wiesenberger)¨ú±o¬ü°ê¼Æ¾Ú¡A¥ç±q¼ÐÃС]S&P¡^¨ú±o^°ê¼Æ¾Ú¡A§Ṳ́w±N¤@«Y¨ÒSRI°òª÷¦Cªí¡A¨Ã¦C¥X¨C¤ëªí²{¼Æ¾Ú¡C¡]§Y±N¦b¥»ºô¯¸±À¥X¡^
|
¦C¦L®æ¦¡
