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View the Community Foundation’s most recent investment results
Investment Report as of December 31, 2009
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Annualized Performance Comparison
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1 Year |
3 Years |
5 Years |
10 Years |
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RACF Domestic Equity Managers |
31.8% |
-3.9% |
2.0% |
2.5% |
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RACF International Equity Managers |
38.2% |
-2.3% |
5.0% |
6.8% |
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RACF Total Equity Portfolio1 |
33.5% |
-3.6% |
2.7% |
3.3% |
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Equity Blended Index2 |
29.3% |
-5.5% |
1.5% |
0.1% |
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RACF Fixed Income Portfolio1 |
9.6% |
7.3% |
5.5% |
5.9% |
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Barclays Capital Aggregate3 |
5.9% |
6.0% |
5.0% |
6.3% |
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RACF Blended Endowment Portfolio1 |
26.3% |
-0.3% |
3.5% |
4.0% |
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70% RACF Total Equity Portfolio |
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30% RACF Fixed Income Portfolio |
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Endowment Blended Index4 |
22.3% |
-1.7% |
2.8% |
2.1% |
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Comparative Indexes |
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90-day Treasury Bill Index |
0.3% |
2.6% |
3.1% |
3.0% |
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Barclays Aggregate Bond Index |
5.9% |
6.0% |
5.0% |
6.3% |
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Wilshire 5000 Equity Index |
28.3% |
-5.3% |
0.9% |
-0.3% |
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S & P 500 Composite Index |
26.5% |
-5.6% |
0.4% |
-1.0% |
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Morgan Stanley EAFE Index |
31.8% |
-6.0% |
3.5% |
1.2% |
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Consumer Price Index |
3.1% |
2.5% |
2.8% |
2.8% |
1 Performance is net of all consultant, custody and investment manager fees currently averaging 0.51% of market value.
2 Equity Blended Index weights as of 11/1/07 are 75% Wilshire 5000 Index and 25% Morgan Stanley EAFE Index; as of 7/1/05 they were 80% Wilshire 5000 Index and 20% Morgan Stanley EAFE Index; prior to that the weights were 85% Wilshire 5000 Index and 15% Morgan Stanley EAFE Index.
3 Fixed Income benchmark as of 12/31/08 is the Barclays Capital Aggregate; as of 7/1/06 it was the Lehman Aggregate Bond Index; prior to that it was the Lehman Gov't/Corp Intermediate Bond Index.
4 Endowment Blended Index weights as of 12/31/08 are 52.5% Wilshire 5000 Index, 17.5% Morgan Stanley EAFE Index and 30% Barclays Aggregate Bond Index; as of 11/1/07 they were 52.5% Wilshire 5000 Index, 17.5% Morgan Stanley EAFE Index and 30% Lehman Aggregate Bond Index; as of 7/1/06 they were 56% Wilshire 5000 Index, 14% Morgan Stanley EAFE Index and 30% Lehman Aggregate Bond Index; prior to 7/1/06 the weights were 56% Wilshire 5000 Index, 14% Morgan Stanley EAFE Index and 30% Lehman Gov't/Corp Intermediate Bond Index; prior to 7/1/05 the weights were 60% Wilshire 5000 Index, 10% Morgan Stanley EAFE Index and 30% Lehman Gov't/Corp Intermediate Bond Index. | |
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