Akron Community Foundation’s investment performance consistently ranks in the top quarter among community foundations nationwide.
Since implementing our written investment policy statement in 1989, the community foundation has earned an average annual net return of 9.3 percent quarterly. This is largely thanks to our policy of preserving capital, promoting long-term growth and minimizing undue risk of our charitable assets.
The community foundation measures its investment performance against the Policy Index, a benchmark created to mirror the portfolio's targeted asset mix. This benchmark allows us to more accurately measure the performance of individual components prescribed in the foundation’s written investment policy statement and compare the effects of asset allocation changes.
The following are our most recent investment results. The dashboards are formatted as PDFs and can be viewed using Adobe Acrobat Reader.
Fourth quarter FY 2014
Third quarter FY 2014
Second quarter FY 2014
First quarter FY 2014
Fourth quarter FY 2013
Third quarter FY 2013
Second quarter FY 2013
For more information about the community foundation’s investment performance or your statement, contact Vice President and Chief Financial Officer Steve Schloenbach.