 |
|
|
Home |
|
|
|
Who We Are |
|
|
|
Giving & Donor Services |
|
|
|
Grants & Scholarships |
|
|
|
Press & Publications |
|
|
|
Services for Nonprofit Staff and Boards |
|
|
|
Special Projects |
|
|
|
For Professional Advisors |
|
|
|
Site Map |
|
|
370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980
Contact Us
Investment Returns
All returns are shown net of investment fees. You may compare the investment returns of our fund with the returns of a 65% stocks/35% bonds portfolio and with a diversified asset mix that mirrors our managers. These comparisons are provided below:
As of November 30, 2008
YTD |
1 YR |
2 YR |
3 YR |
5 YR |
|
Total Fund |
-32.0 |
-32.3 |
-13.3 |
-4.7 |
.7 |
| Benchmarks | |||||
| Actual Index | -29.9 | -30.2 | -11.8 | -3.6 | 2.0 |
| 65% S&P 500/35% LB Agg | -25.6 | -25.9 | -10.8 | -4.0 | .7 |
Historic investment performance is available through December 31, 2007.