Quarterly Performance Report
4th Quarter 2020 Performance Report for period ending December 31, 2020
Pool performance results are net of all fees, including an assumed 0.60% annualized administrative fee for charitable services, and do not reflect the reduced administrative fee schedule for accounts with balances over $500,000. Comparative indices are not adjusted for fees which would have resulted in lower returns.
Asset Allocation Pools
Asset Allocation Pools
- Asset Allocation Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Asset Allocation Pools
Conservative Pool>
Underlying Fund: ONCFX3-Month
5.26%>Year-to-Date
10.61%>1 Year
10.61%>3 Year
(annualized)6.47%>-
Asset Allocation Pools
Balanced Pool>
Underlying Fund: JABAX3-Month
6.94%>Year-to-Date
13.54%>1 Year
13.54%>3 Year
(annualized)11.36%>-
Asset Allocation Pools
Socially Responsible Balanced Pool✶>
Underlying Fund: PAXIX3-Month
8.85%>Year-to-Date
15.61%>1 Year
15.61%>3 Year
(annualized)9.80%>-
Asset Allocation Pools
>3-Month
12.64%>Year-to-Date
15.96%>1 Year
15.96%>3 Year
(annualized)8.97%>Individual Investment Pools
Individual Investment Pools- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment Pools
INDEX POOLS>3-Month
Year-to-Date
1 Year
3 Year
(annualized)-
Individual Investment Pools
Income Index Pool>
Underlying Fund: SWAGX3-Month
0.51%>Year-to-Date
6.71%>1 Year
6.71%>3 Year
(annualized)4.58%>-
Individual Investment Pools
Inflation Protected Bond Pool>
Underlying Fund: SWRSX3-Month
1.43%>Year-to-Date
10.21%>1 Year
10.21%>3 Year
(annualized)5.20%>-
Individual Investment Pools
Total Market Equity Index Pool>
Underlying Fund: SWTSX3-Month
14.58%>Year-to-Date
19.98%>1 Year
19.98%>3 Year
(annualized)13.67%>-
Individual Investment Pools
International Equity Index Pool>Underlying Fund: SWISX3-Month
15.75%>Year-to-Date
7.49%>1 Year
7.49%>3 Year
(annualized)3.90%>-
Individual Investment Pools
Small Cap Equity Pool>
Underlying Fund: SWSSX3-Month
31.23%>Year-to-Date
19.38%>1 Year
19.38%>3 Year
(annualized)9.67%>Investment Pools
Individual Investment Pools (Actively Managed)- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment Pools
ACTIVELY MANAGED POOLS>3-Month
Year-to-Date
1 Year
3 Year
(annualized)-
Individual Investment Pools
Short-Term Income Pool>
Underlying Fund: PSHIX3-Month
0.29%>Year-to-Date
3.36%>1 Year
3.36%>3 Year
(annualized)2.69%>-
Individual Investment Pools
Income Pool>
Underlying Fund: MWTIX3-Month
1.04%>Year-to-Date
8.17%>1 Year
8.17%>3 Year
(annualized)5.18%>-
Individual Investment Pools
Large Cap Equity Managed Pool✶>
Underlying Fund: PRBLX3-Month
10.94%>Year-to-Date
20.49%>1 Year
20.49%>3 Year
(annualized)15.79%>-
Individual Investment Pools
International Equity Managed Pool>Underlying Fund: HAOYX3-Month
17.03%>Year-to-Date
19.86%>1 Year
19.86%>3 Year
(annualized)6.68%>-
Individual Investment Pools
Socially Responsible Fixed Income Pool*>Underlying Fund: TSBIX3-Month
0.00%>Year-to-Date
0.00%>1 Year
0.00%>3 Year
(annualized)0.00%>Money Market Pools
Money Market Pool- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment Pools
MONEY MARKET POOL>3-Month
Year-to-Date
1 Year
3 Year
(annualized)-
Individual Investment Pools
Money Market Pool>Underlying Fund: SNVXX7 Day Yield*†3-Month
-0.15%>
0.01%Year-to-Date
-0.31%>
-1 Year
-0.31%>-3 Year
(annualized)0.56%>-Comparitive Indices
Comparative Indices- Comparative Indices
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year(annualized)
-
Comparative Indices
Fixed Income>Bar Cap U.S. Agg Bond Index‡3-Month
0.67%>Year-to-Date
7.51%>1 Year
7.51%>3 Year
(annualized)5.34%>-
Comparative Indices
TIPS>Bar Cap TIPS§3-Month
1.62%>Year-to-Date
10.99%>1 Year
10.99%>3 Year
(annualized)5.92%>-
Comparative Indices
Large Cap>S&P 500**3-Month
12.15%>Year-to-Date
18.40%>1 Year
18.40%>3 Year
(annualized)14.18%>-
Comparative Indices
Small Cap>Russell 2000††3-Month
31.37%>Year-to-Date
19.96%>1 Year
19.96%>3 Year
(annualized)10.25%>-
Comparative Indices
International>MSCI EAFE‡‡3-Month
16.05%>