--- title: Performance for our Sustainable Portfolios | Carbon Collective description: We designed our portfolios to perform similar to the broad stock market. Check out to see how we've performed recently! --- [![Carbon collective](https://www.carboncollectiveinvesting.com/hubfs/raw_assets/public/CarbonCollective_August2021/images/carbon-collective-green-investing-logo-white.4f6047d4.svg "Carbon collective")](https://www.carboncollectiveinvesting.com/) - About - Employers - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - [401(k) Comparison Tool](https://www.carboncollectiveinvesting.com/401k/plan-comparison-tool) - Individuals - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [ETF](https://www.carboncollectivefunds.com/) - Learn - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - [Blog](https://blog.carboncollective.co/) - [Tools](https://tools.carboncollective.co/calculator/) - [Log in](https://app.altruist.com) [Talk to a human](https://ask.carboncollective.co/f4o5dylkg) [Sign up](https://carboncollective.typeform.com/to/J7HajGky) [![Carbon collective](https://www.carboncollectiveinvesting.com/hubfs/raw_assets/public/CarbonCollective_August2021/images/carbon-collective-green-investing-logo.53b28bee.svg "Carbon collective")](https://www.carboncollectiveinvesting.com/) - About - Employers - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - [401(k) Comparison Tool](https://www.carboncollectiveinvesting.com/401k/plan-comparison-tool) - Individuals - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [ETF](https://www.carboncollectivefunds.com/) - Learn - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - [Blog](https://blog.carboncollective.co/) - [Tools](https://tools.carboncollective.co/calculator/) - [Log in](https://app.altruist.com) [Talk to a human](https://ask.carboncollective.co/f4o5dylkg) [Sign up](https://carboncollective.typeform.com/to/J7HajGky) ![close-typeform](data:image/gif;base64,R0lGODlhEQARAIAAAODn7P///yH5BAEHAAEALAAAAAARABEAAAIqBIKpab3v3EMyVHWtWZluf0za0XFNKDJfCq5i5JpomdUxqKLQVmInqyoAADs=) ![close-typeform](data:image/gif;base64,R0lGODlhEQARAIAAAODn7P///yH5BAEHAAEALAAAAAARABEAAAIqBIKpab3v3EMyVHWtWZluf0za0XFNKDJfCq5i5JpomdUxqKLQVmInqyoAADs=) # Sustainable Investing w/ Carbon Collective: ## Historical Performance --- ![Total Return](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/raw_assets/public/CarbonCollective_August2021/images/total-return.png?width=20&height=20&name=total-return.png) Total Return ![Annual Return](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/raw_assets/public/CarbonCollective_August2021/images/annual-returns.png?width=20&height=20&name=annual-returns.png) Annual Returns Portfolio type: Select portfolio: Portfolio type: Select portfolio: How did we get this data? Our goal at Carbon Collective was to build a series of climate friendly portfolios that position you to achieve both your financial and ethical goals. To get there, we built a simple investment strategy: divest from the sectors reliant on fossil fuels; reinvest in the companies building climate solutions; and diversify across the rest of the stock market, because it's already low-carbon. Then we update the portfolios annually to reflect changes in the market and add new companies to the climate index. Because our strategy is pretty straight forward, it's relatively easy to backtest. We can look back and see "what if" we had launched this strategy at the beginning of 2015. The data you see here is the result of that work. We launched our live portfolios formally on Oct. 18, 2020. Everything after then is simulated using contemporaneous data. Everything before then is backtested, simulating our strategy. **Always remember, past performance is no guarantee of future returns.** ## What about the future? Here's how we see it. If you believe we will stabilize our changing climate,  the following has to happen: Fossil fuels significantly decline [Open source in a new window](https://www.iea.org/reports/net-zero-by-2050) To remain < 2ºC of warming by 2050, fossil fuel production must plummet. ![Oil](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-oil.49197b4d.svg) Oil -75% ![Coal](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-coal.82d3d0f8.svg) Coal -90% ![Natural Gas](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-natural-gas.38654a7b.svg) Natural Gas -55% Green tech takes their place [Open source in a new window](https://www.iea.org/reports/net-zero-by-2050) To be on the path to < 2ºC of warming, green alternatives must surge. 2021 2030 ![Car](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-car.06426691-2.svg) Electric cars' share of annual sales: 3% 60% ![Electricity ](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-electricity.fb2f1047-1.svg) Clean electricity investment: $1.2 trillion $4.4 trillion ![Low Carbon Hydrogen](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-drop-water.663873fb-1.svg) Low-carbon hydrogen production: 9M tonnes 150M tonnes ![Car](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-car.06426691-2.svg) Electric cars' share of annual sales: 2021 2030 3% 60% ![Electricity ](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-electricity.fb2f1047-1.svg) Clean electricity investment: 2021 2030 $1.2 trillion $4.4 trillion ![Low Carbon Hydrogen](https://www.carboncollectiveinvesting.com/hubfs/CarbonCollective_August2021/images/carbon-collective-green-investing-icon-drop-water.663873fb-1.svg) Low-carbon hydrogen production: 2021 2030 9M tonnes 150M tonnes ### Watch the Webinar Watch the on-demand Sustainable Investing 101 webinar! Learn how to be a smart investor who cares about climate change. [Watch Now](https://www.carboncollectiveinvesting.com/sustainable-investing-webinar) ### Get Our Newsletter Go a level deeper with us and investigate the potential impacts of climate change on investments like your retirement account. Join Newsletter ![close-typeform](data:image/gif;base64,R0lGODlhEQARAIAAAODn7P///yH5BAEHAAEALAAAAAARABEAAAIqBIKpab3v3EMyVHWtWZluf0za0XFNKDJfCq5i5JpomdUxqKLQVmInqyoAADs=) ### Talk To A Human Joining a new investment service can be intimidating. We’re here for you. Click below to email us a question or book a quick call. [Ask a Question](https://ask.carboncollective.co/f70pooobq) - Portfolios - [Performance](https://www.carboncollectiveinvesting.com/returns) - About - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - Learn - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - Contact - [Contact us](mailto:hello@carboncollective.co) - [Legal](https://www.carboncollective.co/legal) - [Privacy Policy](https://www.carboncollectiveinvesting.com/hubfs/2022-11%20Carbon%20Collective%20Privacy%20Policy.pdf) - [Back to top](https://www.carboncollectiveinvesting.com/returns#top-of-page) DISCLAIMERS: Advisory services provided by Carbon Collective Investment LLC (“Carbon Collective"), an SEC-registered investment adviser. A copy of Carbon Collective's current written disclosure statement discussing Carbon Collective’s business operations, services, and fees is available at the SEC’s investment adviser public information website – [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310129) or [our legal documents here](https://blog.carboncollective.co/legal-documents/). The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. Carbon Collective does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Carbon Collective’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Carbon Collective's charges and expenses. Carbon Collective's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Carbon Collective is not registered. © 2023 Carbon Collective Corporation. 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