Investment Portfolio Rates of Return
Investment Portfolio Rates of Return
As of Dec. 31, 2023
Longleaf Pool | YTD | One Year | Five Years | Ten Years |
---|---|---|---|---|
Mix of Partner, Small Cap, International and Global Funds (equal allocations of each fund) | 21.1% | 21.1% | 5.4% | 3.9% |
Diversified Trust Company Pools | YTD | One Year | Five Years | Ten Years |
---|---|---|---|---|
Conservative Pool (100% fixed income*) | 5.5% | 5.5% | 0.6% | 0.5% |
Balanced Pool (40% fixed income*, 60% equity**) | 14.3% | 14.3% | 6.1% | 3.8% |
Growth Pool (100% equity**) | 16.2% | 16.2% | 7.8% | 4.8% |
** 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 | 6.14% | 6.14% | 1.60% | 1.66% |
Reliant Investment Management Pools – Cash Management | YTD | One Year | Estimated Current Yield Period Ending 12/31/2023 |
---|---|---|---|
Cash Management | 3.36% | 3.36% | 3.82% |
Preserver Partners Pool | YTD | One Year | Five Years | Inception |
---|---|---|---|---|
Opportunistic Income | 7.1% | 7.1% | 5.62% | 6.01% |
Schwab Index Fund Pools | YTD | One Year | Five Years | Ten Years |
---|---|---|---|---|
Schwab MarketTrack – Conservative SWCGX | 11% | 11% | 5.3% | 4.3% |
Schwab MarketTrack – Balanced SWBGX | 14.4% | 14.4% | 7.7% | 5.8% |
Schwab MarketTrack – Growth SWHGX | 17.6% | 17.6% | 9.8% | 7.1% |
Schwab S&P 500 Fund – SWPPX | 26.3% | 26.3% | 15.7% | 12% |
Benchmark Returns: S&P 500 Russell 2000 Morgan Stanley EAFE MSCI World Index | YTD 26.3% 16.9% 18.4% 23.6% | One Year 26.3% 16.9% 18.4% 23.6% | Five Years 15.7% 10% 8.1% 12.6% | Ten Years 10.3% 7.2% 5.6% 8.5% |
Pool Benchmarks: Longleaf Pool DTC Conservative Pool DTC Balanced Pool DTC Growth Pool Reliant Short Duration Preserver Partners Pool | YTD 21.3% 5.4% 15.1% 17.6% 4.65% 6.59% | One Year 21.3% 5.4% 15.1% 17.6% 4.65% 6.59% | Five Years 11.6% 1.1% 7.8% 9.4% 1.14% 5.19% | Ten Years 7.9% 1.7% 6% 6.9% 1.06% 3.23% |
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Learn More About Our Giving Philosophy
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- Five questions to ask your financial advisor about givingWhen giving, it’s important to have all your ducks in a row. The process can be arduous (completing forms, gathering paperwork for tax season, etc.), but by asking your financial advisor the right questions, you can be more prepared to maximize your giving strategy to its full potential. Here are a few questions to consider asking your financial advisor before beginning your giving journey.
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