Performance

The SerenityShares IMPACT Index began live publication on 1 February 2017. 

Annual Returns

YTD
4/9/19

2018

2017

2016

2015

2014

2013

2012

11.98%

[5.07%]

12.91%

7.57%

[1.29%]

11.42%

33.36%

18.86%

Annualized Returns

1-year*

3-year*

5-yr*

Since Inception**

[5.07%]

15.3%

26.81%

125.1%

* Calendar year 12/31/18 ** Through 4/9/19

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– Data prior to 30 September 2016 was calculated via a backtest methodology performed using the constituents chosen during the 30 September 2016 rebalance.
– Data between 30 September 2016 and 1 February 2017 reflects the actual holdings in the index chosen during the 30 September 2016 rebalance.
– Data following 1 February 2017 reflects the live index.

Institutional investors interested in benchmarking to this index or using as a basis for an investment product should contact SSI Indexes.