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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Sustainable funds
Traditional funds
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Morgan Stanley. (February 9, 2024). Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023 [Graph]. In Statista. Retrieved July 22, 2024, from https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. "Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023." Chart. February 9, 2024. Statista. Accessed July 22, 2024. https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. (2024). Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023. Statista. Statista Inc.. Accessed: July 22, 2024. https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. "Median Returns on Sustainable Funds Compared to Non-esg Funds Worldwide from 1st Half of 2019 to 2nd Half of 2023." Statista, Statista Inc., 9 Feb 2024, https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley, Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023 Statista, https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/ (last visited July 22, 2024)
Median returns on sustainable funds compared to non-ESG funds worldwide from 1st half of 2019 to 2nd half of 2023 [Graph], Morgan Stanley, February 9, 2024. [Online]. Available: https://www.statista.com/statistics/1296498/sustainable-funds-returns-vs-other-funds-usa/
