Explore how traditional and sustainable portfolios have performed historically across different equity and bond allocations.
Portfolio Value (2018–2025)
Historical results are based on proxy ETF annual total returns and assume annual rebalancing. Past performance does not guarantee future results.
Illustrative historical scenarios only. Not a forecast or recommendation.
ETFs used: SPDR S&P 500 ETF Trust (SPY), iShares ESG Aware MSCI USA ETF (ESGU), iShares 1–5 Year Investment Grade Corporate Bond ETF (IGSB), and iShares ESG 1–5 Year USD Corporate Bond ETF (SUSB).