In 2023, the medium rate of return provided by fixed-income securities ranged from 6.4 percent to 10 percent. Median equity returns rested at 16.7 percent for sustainable funds and 14.4 percent among equity securities in traditional funds. Sustainable funds outperform traditional funds across all asset classes.
Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class
Characteristic
Sustainable funds
Traditional funds
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Morgan Stanley. (February 9, 2024). Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class [Graph]. In Statista. Retrieved August 24, 2024, from https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. "Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class." Chart. February 9, 2024. Statista. Accessed August 24, 2024. https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. (2024). Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class. Statista. Statista Inc.. Accessed: August 24, 2024. https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley. "Median Returns on Sustainable Funds Compared to Non-environmental, Social and Governance (Esg) Funds Worldwide in 2023, by Asset Class." Statista, Statista Inc., 9 Feb 2024, https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/
Morgan Stanley, Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class Statista, https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/ (last visited August 24, 2024)
Median returns on sustainable funds compared to non-environmental, social and governance (ESG) funds worldwide in 2023, by asset class [Graph], Morgan Stanley, February 9, 2024. [Online]. Available: https://www.statista.com/statistics/1454483/sustainable-funds-returns-vs-other-funds-usa/