Quarterly Performance Report
1st Quarter 2022 Performance Report for period ending March 2022
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 PoolsConservative Pool>
Underlying Fund: ONCFX3-Month-4.89%>Year-to-Date-4.89%>1 Year-0.14%>3 Year
(annualized)5.84%>-
Asset Allocation PoolsBalanced Pool>
Underlying Fund: JBALX3-Month-6.42%>Year-to-Date-6.42%>1 Year7.34%>3 Year
(annualized)11.54%>-
Asset Allocation PoolsSocially Responsible Balanced Pool✶>
Underlying Fund: PAXIX3-Month-6.34%>Year-to-Date-6.34%>1 Year3.73%>3 Year
(annualized)11.39%>-
Asset Allocation Pools>3-Month-6.76%>Year-to-Date-6.76%>1 Year1.34%>3 Year
(annualized)10.49%>Individual Investment Pools
Individual Investment Pools- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment PoolsINDEX POOLS>3-MonthYear-to-Date1 Year3 Year
(annualized)-
Individual Investment PoolsIncome Index Pool>
Underlying Fund: SWAGX3-Month-6.00%>Year-to-Date-6.00%>1 Year-4.80%>3 Year
(annualized)0.96%>-
Individual Investment PoolsInflation Protected Bond Pool>
Underlying Fund: SWRSX3-Month-3.19%>Year-to-Date-3.19%>1 Year3.56%>3 Year
(annualized)5.47%>-
Individual Investment PoolsTotal Market Equity Index Pool>
Underlying Fund: SWTSX3-Month-5.54%>Year-to-Date-5.54%>1 Year11.02%>3 Year
(annualized)17.38%>-
Individual Investment PoolsInternational Equity Index Pool>
Underlying Fund: SWISX3-Month-6.95%>Year-to-Date-6.95%>1 Year-0.29%>3 Year
(annualized)6.87%>-
Individual Investment PoolsSmall Cap Equity Pool>
Underlying Fund: SWSSX3-Month-7.66%>Year-to-Date-7.66%>1 Year-6.35%>3 Year
(annualized)11.14%>Investment Pools
Individual Investment Pools (Actively Managed)- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment PoolsACTIVELY MANAGED POOLS>3-MonthYear-to-Date1 Year3 Year
(annualized)-
Individual Investment PoolsShort-Term Income Pool>
Underlying Fund: PSHIX3-Month-2.65%>Year-to-Date-2.65%>1 Year-3.22%>3 Year
(annualized)0.62%>-
Individual Investment PoolsSocially Responsible Fixed Income Pool✶>
Underlying Fund: TSBIX3-Month-6.13%>Year-to-Date-6.13%>1 Year-4.71%>3 Year
(annualized)N/A>-
Individual Investment PoolsIncome Pool>
Underlying Fund: MWTIX3-Month-6.44%>Year-to-Date-6.44%>1 Year-5.16%>3 Year
(annualized)1.50%>-
Individual Investment PoolsLarge Cap Equity Managed Pool✶>
Underlying Fund: PRILX3-Month-5.84%>Year-to-Date-5.84%>1 Year11.70%>3 Year
(annualized)18.23%>-
Individual Investment PoolsInternational Equity Managed Pool>
Underlying Fund: HAOYX3-Month-8.18%>Year-to-Date-8.18%>1 Year-2.52%>3 Year
(annualized)9.04%>Money Market Pools
Money Market Pool- Individual Investment Pools
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Individual Investment PoolsMONEY MARKET POOL>3-MonthYear-to-Date1 Year3 Year
(annualized)-
Individual Investment Pools>3-Month-0.14%>0.12%Year-to-Date-0.14%>1 Year-0.57%>3 Year
(annualized)-0.04%>Comparitive Indices
Benchmarks- Comparative Indices
- 3-Month
- Year-to-Date
- 1 Year
-
3 Year
(annualized)
-
Comparative IndicesFixed Income>
Bar Cap U.S. Agg Bond Index‡3-Month-5.93%>Year-to-Date-5.93%>1 Year-4.15%>3 Year
(annualized)1.69%>-
Comparative IndicesTIPS>
Bar Cap TIPS§3-Month-3.02%>Year-to-Date-3.02%>1 Year4.29%>3 Year
(annualized)6.22%>-
Comparative IndicesLarge Cap>
S&P 500**3-Month-4.60%>Year-to-Date-4.60%>1 Year15.65%>3 Year
(annualized)18.92%>-
Comparative IndicesSmall Cap>
Russell 2000††3-Month-7.53%>Year-to-Date-7.53%>1 Year-5.79%>3 Year
(annualized)11.74%>-
Comparative IndicesInternational>
MSCI EAFE‡‡3-Month-5.91%>