Performance
Recent Investment Returns
| Consolidated Fund Results | June 2010 | Y-T-D |
|---|---|---|
| Total Fund | -2.53 | -2.31 |
| Blended Benchmark | -2.55 | -3.09 |
| Blended 65/35 Index | -2.91 | -2.63 |
These are preliminary returns, based on custodial bank statements. They have yet to be reconciled with the individual managers’ month-end statements and are subject to change.
Latest Quarterly Returns
| Annualized Returns | ||||||
|---|---|---|---|---|---|---|
| 1st Qtr | 1-Year | 3-Years | 5-Years | 7-Years | 10-Years | |
| Total Consolidated Fund | 4.19 | 34.79 | -1.60 | 3.80 | 7.12 | 3.42 |
| Blended Benchmark | 3.90 | 37.98 | -2.67 | 2.69 | 6.33 | 2.92 |
| Blended 65/35 Index | 4.11 | 33.43 | -0.69 | 3.13 | 6.10 | 1.72 |
| Large Cap Domestic Stocks | 5.76 | 50.60 | -4.45 | 2.62 | 8.14 | 1.02 |
| Large Cap Benchmark | 5.39 | 49.75 | -6.16 | 1.22 | 7.05 | 1.07 |
| Fixed Income | 1.82 | 8.16 | 5.54 | 4.78 | 4.78 | 6.21 |
| BC Aggregate Bond Index | 1.78 | 7.70 | 6.14 | 5.44 | 4.81 | 6.29 |
Quarterly performance by manager is available here or via our quarterly newsletter.
Calendar Year Returns
| Calendar Year Fund Returns | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Fund | 21.90 | -26.34 | 3.83 | 14.83 | 7.35 | 10.86 | 21.02 | -10.87 | 0.13 | 3.40 | 10.11 |
| Blended Benchmark | 18.50 | -26.51 | 3.35 | 14.79 | 5.19 | 11.09 | 19.89 | -9.68 | -2.66 | 3.44 | 8.83 |
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% DJ Wilshire Real Estate Securities 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. Returns for periods exceeding one year are annualized. 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
P: (215) 241-7272
F: (215) 241-7871
E: info@friendsfiduciary.org
1650 Arch Street, Suite 1904
Philadelphia, PA 19103
P: (215) 241-7272
F: (215) 241-7871
E: info@friendsfiduciary.org
Quarterly Performance by Manager