Median returns of sustainable funds vs. other funds worldwide 2023, by asset class

Published by Statista Research Department, Mar 7, 2024

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

© Statista 2024
Download
Show detailed source information?
Register for free
Already a member?
Log in
Source

Use Ask Statista Research Service

Release date

February 2024

Region

Worldwide

Survey time period

2023

Number of respondents

97,000 funds

Special properties

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

Supplementary notes

* Other includes multi-asset, property, commodities and alternative fund types.

The analysis excludes feeder funds, funds of funds and money market funds. 

Citation formats
Access all statistics starting from $1,788 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$149 USD $199 USD
per month, billed annually 1
Buy now
25% off until Sep 30th
  • Free Statistics
  • Premium Statistics

    • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 5 people
$959 USD
per month, billed annually 1
Buy now
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Compare accounts

Statistics on " Green bonds worldwide "

The most important statistics
The most important statistics
The most important statistics
The most important statistics
The most important statistics

Other statistics that may interest you Green bonds worldwide

Overview

7

Main players

6

Europe

7

North America

6

Emerging markets

6

Further Content: You might find this interesting as well

Topics

ESG investingInvestment fundsGreen bonds in EuropeGreen finance and responsible investments in FranceGreen banking
Access all statistics starting from $1,788 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$149 USD $199 USD
per month, billed annually 1
Buy now
25% off until Sep 30th
  • Free Statistics
  • Premium Statistics

    • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 5 people
$959 USD
per month, billed annually 1
Buy now
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Compare accounts
Learn more about how Statista can support your business.
Menu