Investment Portfolio Rates of Return

Investment Portfolio Rates of Return

As of March 31, 2024

* Fixed income allocations include equal portions of short- and longer-term duration portfolios.
** Equity allocations include equal portions large cap, small cap & international equities.
(1-3 year maturity U.S. Government Agency & AAA Corporate Obligations)
(Bank CDs and U.S. Government Agency Notes with less than one year maturity)
Note: Past performance is not necessarily indicative of future results. All returns are net of management fees and expenses ranging from .10% to 1.20% depending on the pool but before any CCF fees. All returns greater than one year are annualized.

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