Median returns of sustainable funds vs. other funds worldwide H1 2019- H2 2023

Published by Statista Research Department, Mar 4, 2024

From the first half of 2019 to the second half of 2023, the rate of return provided by investment funds varied. A peak was experienced in the second half of 2020 for both traditional and sustainable funds. The overall performance of sustainable funds was stronger than that of traditional funds. Over the five-year period, sustainable funds generated a total median return of roughly 35 percent, while traditional funds yielded 25 percent.

Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023

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Release date

February 2024

Region

Worldwide

Survey time period

H1 2019 to H2 2023

Number of respondents

97,000 respondents

Special properties

Analysis includes closed-end funds, exchange-traded funds and open-end funds.

Supplementary notes

The analysis excludes feeder funds, funds of funds and money market funds. In total, this analysis covered approximately 97,000 funds globally.

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