Investment Performance

 

As of June 30, 2014

Period

*Commondfund

**Robert Cunningham Trust

***Benchmark

1 Year

19.3%

16.4%

16.5%

3 Years

11.8%

8.2%

11.4%

5 Years

13.1%

10.7%

13.2%

10 Years

6.9%

5.5%

6.6%

 

* As of June 30, 2014 the asset mix for this account was 74.22% equities / 25.78% fixed income.

 

** As of June 30, 2014 the asset mix for this account was 68.6% equities / 31.3% fixed income / 0.1% cash and equivalents.

 

*** The benchmark for the Foundation’s investment performance has been a blended return consisting of 60% S&P 500 Index + 40% Barclay’s Aggregate Bond Index.

 

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