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 Dec. 31, 2024
| Longleaf Pool | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Mix of Partner, Small Cap, International and Global Funds (equal allocations of each fund) | 6.8% | 6.8% | 3.2% | 4.2% |
| Diversified Trust Company Pools | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Conservative Pool (100% fixed income*) | 1.8% | 1.8% | 0.3% | 0.9% |
| Balanced Pool (40% fixed income*, 60% equity**) | 11.2% | 11.2% | 5.6% | 4.7% |
| Growth Pool (100% equity**) | 13.8% | 13.8% | 6.8% | 5.8% |
** Equity allocations include equal portions large cap, small cap & international equities.
| Reliant Investment Management Pool – Short Income | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Short Duration Fixed Income | 4.19% | 4.19% | 1.41% | 1.81% |
| Reliant Investment Management Pools – Cash Management | YTD | One Year | Estimated Current Yield Period Ending 09/30/2024 |
|---|---|---|---|
| Cash Management | 4.54% | 4.54% | 4.57% |
| Preserver Partners Pool | YTD | One Year | Five Years | Inception |
|---|---|---|---|---|
| Opportunistic Income | 8.6% | 8.6% | 5.34% | 6.18% |
| Schwab Index Fund Pools | YTD | One Year | Five Years | Ten Years |
|---|---|---|---|---|
| Schwab MarketTrack – Conservative SWCGX | 6.8% | 6.8% | 3.8% | 4.4% |
| Schwab MarketTrack – Balanced SWBGX | 9.7% | 9.7% | 6.0% | 6.2% |
| Schwab MarketTrack – Growth SWHGX | 12.5% | 12.5% | 8.1% | 7.8% |
| Schwab S&P 500 Fund – SWPPX | 24.9% | 24.9% | 14.5% | 13% |
| Benchmark Returns: S&P 500 Russell 2000 Morgan Stanley EAFE MSCI World Index | YTD 25% 23.8% 2.5% 17.7% | One Year 25% 23.8% 2.8% 17.7% | Five Years 14.5% 13.9% 4.4% 10.8% | Ten Years 13.1% 12.6% 5.5% 9.8% |
| Pool Benchmarks: Longleaf Pool DTC Conservative Pool DTC Balanced Pool DTC Growth Pool Reliant Short Duration Preserver Partners Pool | YTD 17.3% 1.7% 10.3% 12.8% 3.11% 9.21% | One Year 17.3% 1.7% 10.3% 12.8% 3.11% 9.21% | Five Years 10.9% -0.1% 5.8% 7.3% 1.38% 5.25% | Ten Years 10.2% 1.4% 5.9% 7.1% 1.49% 3.59% |
Have questions about your donor-advised fund investment strategy?
We can help.
OFFICE ADDRESS
6075 Poplar Ave., Suite 130
Memphis, TN 38119
REACH OUT
901-682-6201
info@ccfmemphis.com
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