Investment Performance
MSCI ACW = Morgan Stanley Capital Index All Country World stock index
Barclays Aggregate = Barclays Capital U.S. Aggregate bond index
2012
SVCF FINANCIAL REPORT
12.2%
One-year return on long-term pool.
Assets (millions) 1 Year Ended
3 Year Ended
5 Year Ended
1 Year Ended
Investment Pools
12/31/12
12/31/12
12/31/12
12/31/12
6/30/13
Benchmarks
Community Endowment
$147.1
13.0%
7.7%
2.3%
11.9%
80% MSCI ACW / 20% Barclays Aggregate
13.8%
6.8%
-0.7%
12.9%
Long-Term Growth Pool
$479.2
12.2%
8.1%
2.8%
10.6%
75% MSCI ACW / 25% Barclays Aggregate
13.2%
6.9%
1.0%
12.1%
Social Impact Pool
$41.4
12.5%
6.3%
1.7%
12.8%
70% MSCI ACW / 30% Barclays Aggregate
12.7%
6.9%
1.4%
11.2%
Balanced Pool
$128.6
11.7%
8.3%
5.3%
7.9%
50% MSCI ACW / 50% Barclays Aggregate
10.3%
6.9%
2.9%
7.7%
Short-Term Pool
$124.1
4.1%
5.3%
5.2%
0.0%
Barclays Capital 1-3 Year Govt / Credit
2.1%
2.5%
3.2%
1.6%
Capital Preservation Pool
$170.6
0.4%
0.5%
1.0%
0.4%
90-day U.S. T-Bills
0.1%
0.2%
0.6%
0.1%
Returns for periods longer than one year are annualized.