Community Foundation of St. Joseph County

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Investment Performance

A Summary of Our Investments

Investment returns, net of fees, for the periods ending December 31, 2019 were as follows:

  CFSJC Return Standard Benchmark CPI + 5%
One Year +  20.43% +  20.31% +  7.39%
Three Year +   9.85% +   9.61% +  7.20%
Five Year +   6.88% +   6.69% +  6.90%
Ten Year +   7.68% +   7.24% +  6.83%
Since Inception +   7.61% +   7.87% +  7.29%

The Standard Benchmark is comprised of the following weighted indices: 65% All Country World Index and 35% Barclays Aggregate Bond Fund. The Community Foundation compares its performance to this benchmark to determine if active management of our investment portfolio produces a superior return to what a typical, passively invested endowment portfolio would produce.

The Community Foundation also compares our performance to a long-term benchmark comprised of 5% plus the rate of inflation as measured by the Consumer Price Index (CPI). Over the long-term, the Foundation seeks to earn 5% plus CPI to cover the cost of annual grants to charity while protecting the real value of the underlying endowments.

Total Fund Return vs. Benchmarks
For Periods Ending December 2019