14% good to great - conscious capitalism san...

3 Years 5 Years 10 Years 15 Years

S&P 500

Good To Great

Firms ofEndearment

21%

Company returns are total returns with dividends reinvested and compounded 1 Companies from Firms of Endearment by Rajendra Sisodia 2 Companies from Good To Great by Jim Collins 3 Standard & Poor’s index of five hundred U. S. companies

An

nu

aliz

ed R

ate

of

Ret

urn

(%

)

Source: Conscious Capitalism: Liberating The Heroic Spirit of Business by John Mackey and Rajendra Sisodia,

Appendix A, Table A-2, p 283. Rajendra Sisodia, David B. Wolfe, and Jagdish N. Sheth, Firms of Endearment: How World Class Companies Profit from Passion and Purpose (Upper Saddle River, NJ: Wharton School Publishing, 2007).

0%

9%

14%

In studies, companies that adhered to these principles outperformed the market by a 9-to-1 ratio over a ten-year period (Cumulative Returns: 1111% versus 123% for the S&P 500 between 1996-2006).

3

2

1

-8%