Investment Portfolio Rates of Return
Investment options are available for fund balances of $10,000 or more. If you would like to consider this option, you can connect with our team by emailing our team or calling 901-682-6201.
Investment Portfolio Rates of Return
As of March 31, 2025
| Longleaf Pool | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Mix of Partner, Small Cap, International and Global Funds (Equal allocations of each fund) | -1.3% | -1.0% | 11.0% | 4.0% |
| Diversified Trust Company Pools | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Conservative Pool (100% fixed income*) | 2.5% | 4.7% | 0.2% | 0.7% |
| Balanced Pool (40% fixed income*, 60% equity**) | -0.5% | 5.1% | 8.4% | 4.5% |
| Growth Pool (100% equity**) | -1.1% | 5.5% | 11.4% | 5.6% |
** Equity allocations include equal portions large cap, small cap and international equities.
| Reliant Investment Management Pool – Short Income | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Short Duration Fixed Income 1-3 year maturity U.S. Government Agency and AAA Corporate Obligations | 2.48% | 6.05% | 1.71% | 1.92% |
| Reliant Investment Management Pool – Cash Management | YTD | One Year | Estimated Current Yield Period Ending 03/31/25 |
|---|---|---|---|
| Cash Management Bank CDs and U.S. Government Agency Notes with less than one year maturity | 4.31% | 4.57% | 4.11% |
| Preserver Partners Pool | YTD | One Year | Five Years | Inception |
|---|---|---|---|---|
| Opportunistic Income (Multi-asset) | 1.6% | 7.5% | 8.70% | 6.19% |
| Schwab Index Fund Pools | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Schwab MarketTrack – Conservative SWCGX | 1.5% | 5.2% | 6.1% | 4.4% |
| Schwab MarketTrack – Balanced SWBGX | 0.2% | 5.6% | 9.4% | 6.0% |
| Schwab MarketTrack – Growth SWHGX | -0.5% | 5.9% | 12.9% | 7.5% |
| Schwab S&P 500 Fund – SWPPX | -4.3% | 8.2% | 18.6% | 12.5% |
| Benchmark Returns: S&P 500 Russell 2000 Morgan Stanley EAFE MSCI World Index | YTD -4.3% -4.7% 6.4% -1.5% | One Year 8.3% 7.2% 3.4% 6.8% | Five Years 18.6% 18.2% 11.4% 15.9% | Ten Years 12.5% 11.8% 5.7% 9.4% |
| Pool Benchmarks: Longleaf Pool DTC Conservative Pool DTC Balanced Pool DTC Growth Pool Reliant Short Duration Preserver Partners Pool | YTD -1.0% 2.5% 0.4% -0.2% 2.58% -0.63% | One Year 6.4% 4.9% 6.2% 6.6% 5.86% 4.11% | Five Years 16.0% -0.2% 8.4% 10.7% 1.08% 7.05% | Ten Years 9.8% 1.5% 5.8% 6.9% 1.53% 3.48% |
Have questions about your donor-advised fund investment strategy?
We can help.
OFFICE ADDRESS
6075 Poplar Ave., Suite 130
Memphis, TN 38119
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901-682-6201
info@ccfmemphis.com
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