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 June 30, 2019 were as follows:

  CFSJC Return Standard Benchmark CPI + 5%
One Year +  4.92% +  6.84% +  6.72%
Three Year +  8.56% +  8.45% +  7.14%
Five Year +  5.13% +  5.20% +  6.52%
Ten Year +  9.50% +  8.16% +  6.81%
Since Inception +  7.46% +  7.72% +  7.33%

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 June 2019