Investment Performance

Investment Performance

Investment returns, net of fees, for the periods ending June 30, 2021, were as follows:

CFSJC Return Standard Benchmark CPI + 5%
One Year +32.32% +24.22% +10.64%
Three Year +14.27% +11.67% +7.66%
Five Year +12.72% +10.70% +7.53%
Ten Year +8.93% +7.84% +6.96%
Since Inception +8.27% +8.25% +7.38%

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.

For Periods Ending June 30, 2021

P.O. Box 837, South Bend, IN 46624 | 205 W. Jefferson Blvd., Suite 610, South Bend, IN 46601 | Phone: (574) 232-0041 | Fax: (574) 233-1906

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