Performance

Recent Investment Returns

Consolidated Fund Results as of 12/31/11December 2011Y-T-D
Total Fund0.571.07
Blended Benchmark0.911.65
Blended 65/35 Index1.054.11
 

Latest Quarterly Returns

For Period Ending 12/31/11
4th Qtr1-Year3-Years5-Years7-Years10-Years
Total Consolidated Fund *7.221.0711.631.253.914.57
Blended Benchmark7.241.6510.590.543.124.08
Blended 65/35 Index7.954.1111.492.063.663.91
 
Large Cap Domestic Stocks11.821.5713.54-0.803.013.54
Large Cap Benchmark11.822.1112.84-1.442.303.41
 
Fixed Income0.707.367.976.555.425.70
Barclays Aggregate Bond Index1.127.866.786.515.605.78

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

 

Calendar Year Returns

Calendar Year Fund Returns20112010200920082007200620052004200320022001
Total Fund1.0713.3021.48-26.343.8314.837.0210.8621.02-10.87-0.97
Blended Benchmark1.6512.2818.50-26.513.3514.795.1911.0919.89-9.68-2.66

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 US Select RESI (REITs)
  

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

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