Talk:Social responsibility indices

There is a request to update the Social responsibility index returns table. See: Re: Opinions on Social Index Fund (VFTSX)? --LadyGeek 09:39, 7 September 2014 (CDT)

I am attempting to update the index returns table, but could not find Calvert Social or FTSE4Good index information on their respective websites. Instead, I have found historical price information on marketwatch.com. Specifically, price quotes for:


 * FTSE4Good United States Benchmark Index
 * FTSE4Good Global Benchmark Index
 * Calvert Social Responsibilty Index

Which of the FTSE4Good indexes should be used, US or global? I would assume global.

How is the return calculated? I have taken the closing year end price for each index, but cannot match the table. For example, the Calvert Social Index return year-end prices are:

2001: 73.37 2000: 85.96

Calculated return for 2001 = -14.65 % = (73.37 - 85.96)/85.96 * 100% The table's return for 2001 = -13.80%

I am preparing a spreadsheet, but would like to be sure the calculations are accurate. I have updated MSCI index data from the fact sheets.

--LadyGeek 20:02, 7 September 2014 (CDT)