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 30, 2020 were as follows:

  CPI + 5%  
One Year    + 18.17%   + 13.90%   +  6.42%
Three Year    + 10.21%   +  8.81%   +  6.94%
Five Year    + 10.38%   +  9.75%   +  7.04%
Ten Year    +  8.21%   +  7.51%   +  6.82%
Since Inception    +  7.97%   +  8.07%   +  7.26%

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 30, 2020