| Nav | Daily % Change | Year-to-Date† | Since Inception*† | |
|---|---|---|---|---|
| Blue Fund | 7.57 | 0.00% | -28.3% | -24.3% |
| Year-to-Date† | 1 Year | Since Inception*† | |
|---|---|---|---|
| Blue Fund | -15.52% | -14.18% | -6.86% |
| Year-to-Date† | 1 Year | Since Inception*† | |
|---|---|---|---|
| Blue Fund | -15.52% | -14.18% | -6.86% |
| S&P 500 | -9.45% | -5.07 | 2.68% |
Gross Expense Ratio: 1.50%
* The fund inception date is 10/17/06
† Returns are cumulative
Past performance does not guarantee future results. The performance data quoted represents past performance, and current returns may be lower or higher. The investment return and net asset value will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost.
Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities.
The Blue Fund, in supporting progressive values and investing in blue companies, has another goal in addition to economic success. This social policy could cause The Blue Fund to underperform other index funds that do not have a social policy.
