Performance

Recent Investment Returns

Consolidated Fund Results as of 3/31/13March 2013YTD
Total Fund2.316.08
Blended Benchmark2.096.10
Blended 65/35 Index2.456.73

Latest Quarterly Returns

For Period Ending 3/31/13
1st Qtr1-Year3-Years5-Years10-Years
Total Consolidated Fund *6.089.299.305.207.77
Blended Benchmark6.1010.279.364.527.24
Blended 65/35 Index6.7310.2810.135.697.29
 
Large Cap Domestic Stocks12.1714.4112.436.379.45
Large Cap Benchmark10.6113.9612.685.048.70
 
Fixed Income-1.084.066.185.165.16
Barclays Aggregate Bond Index-0.123.775.545.485.03

*Investment returns for periods exceeding 1 year are annualized. Quarterly performance by manager is available here or via our  newsletter.

Calendar Year Returns

Calendar Year Fund Returns20122011201020092008200720062005200420032002
Total Fund11.971.0713.3021.48-26.343.8314.837.0210.8621.02-10.87
Blended Benchmark12.281.6512.2818.50-26.513.3514.795.1911.0919.89-9.68

Click here (link to PDF) for our most recent calendar year returns by manager.


Footnotes

Blended Benchmark: 42% S&P 500, 5% Russell 2000, 15% MSCI EAFE (Europe, Australasia & Far East), 33% Barclays Capital Aggregate Bond Index, 5% FTSE NAREIT Index
 

Blended 65/35 Index: 65% S&P 500, 35% Barclays Capital Aggregate Bond Index
 

Large Cap Domestic Stocks: 100% S&P 500, as of April 1, 2009, formerly 50% S&P 500 and 50% Russell 1000 Value

All returns are in percent. No predictions are made for the future and past returns are no guarantee of future results.

Friends Fiduciary Corporation
1650 Arch Street, Suite 1904
Philadelphia, PA 19103

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P: (215) 241-7272
F: (215) 241-7871
E: info@friendsfiduciary.org