Investment Performance

1 year 3 year 5 year 10 year
ENDOWMENT POOL 0.0% 9.5% 8.5% 6.0%
The target asset allocation was 45 percent global equities, 25 percent alternatives, 20 percent fixed income and 10 percent real assets.
TOTAL FUND BENCHMARK* (1.4%) 7.8% 7.8% 5.4%
CAMBRIDGE ASSOCIATES ENDOWMENT MEDIAN** 0.5% 9.3% 9.2% 6.4%
SOCIAL IMPACT ENDOWMENT POOL 2.6% 9.6% 10.2% 5.0%
The target asset allocation was 60 percent equities and 40 percent fixed income.
60% S&P 500 / 40% BCAgg*** 5.3% 11.0% 11.8% 6.4%
CONSERVATIVE BALANCED POOL 3.0%
Launched in 2013
The target asset allocation was 30 percent equities and 70 percent fixed income.
30% CRSP U.S. Total Market Index / 70% Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index 3.2%
SHORT DURATION BOND POOL 1.3%
Launched in 2014
Comprised of 100 percent short-term (1-5 years) investment grade fixed income.
Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. 1.3%
CAPITAL PRESERVATION POOL 0.1% 0.1% 0.3% 1.8%
Holdings include money market, commercial paper and short-term bonds with a goal of preserving principal and generating income.
Bank of America ML 91-Day T-Bills 0.0% 0.1% 0.1% 1.4%
S&P 500 Index 7.4% 17.3% 17.3% 7.9%

* Total Fund Benchmark is a combination: 45% MSCI ACWI, which provides a benchmark for global equities; 25% HFR FOF Index, which provides a benchmark for our alternative investments allocation; 10% Manager Asset Weighted Real Assets Benchmark, which provides a benchmark for our real assets allocation; 10% Barclays Capital Intermediate Government Credit, 5% Barclays Capital Aggregate and 5% Citi Non-U.S. Government Bond Index, which benchmark our fixed income allocation.

** The Cambridge Associates Endowment Median is a Cambridge Associates performance benchmark compiled from a universe of client endowment portfolios (based on preliminary data, available as of August 31, 2015).

*** In April 2009, CCF moved from the Domini Fund to the PAX World Balanced Fund. The 60/40 index applies to periods after the move.