Investment Performance

 

As of June 30, 2012

Period

*Commondfund

**Robert Cunningham Trust

***Benchmark

1 Year

0.37%

-1.6%

6.3%

3 Years

10%

9.4%

12.6%

5 Years

0.5%

0.9%

2.9%

10 Years

5.6%

4.3%

5.5%

 

* Commonfund has been the Foundation’s primary money manager since March 1, 2001.

 

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

 

*** Commonfund Benchmark Study average returns for institutions with endowments under $25 Million

 

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