Investment performance is published here when the previous quarter's results are made available. The information below shows the latest quarterly investment updates for Legacy Perpetual, Intermediate and Grantmaking funds.
Legacy Perpetual Fund
Asset Allocation - 6/30/2017
Investment Returns
| 2nd Quarter | YTD | 1 Year | 3 Years (Annualized) | 5 Years (Annualized) | Annualized Since Inception (8/17/2009) | |
|---|---|---|---|---|---|---|
| Legacy Fund |
1.8 |
6.4 | 12.5 | 2.9 | 7.0 | 7.0 |
| CPI + 5% | 1.7 | 4.0 | 6.8 | 6.1 | 6.5 | N/A |
| 70% MSCI ACWI / 30% Barclays Aggregate | 3.4 | 8.7 | 12.7 | 4.2 | 8.1 | 7.7 |
| Blended Benchmark | 1.7 | 5.6 | 10.4 | 2.4 | 6.5 | 6.4 |
Legacy Intermediate Fund
Asset Allocation - 6/30/2017
Investment Returns
| 2nd Quarter | YTD | 1 Year | 3 Years (Annualized) | 5 Years (Annualized) | Annualized Since Inception (8/17/2009) | |
|---|---|---|---|---|---|---|
| Intermediate Fund |
1.8 | 4.9 | 6.9 | 2.5 | 3.5 | 4.3 |
| CPI + 2% | 1.0 | 2.5 | 3.7 | 3.7 | 3.4 | N/A |
| MSCI ACWI (20%) / Barclays Aggregate (80%) | 2.0 | 4.1 | 3.4 | 3.2 | 4.0 | 4.9 |
Legacy Grantmaking Fund
Asset Allocation - 6/30/2017
Investment Returns
| 2nd Quarter | YTD | 1 Year | 3 Years (Annualized) | 5 Years (Annualized) | Annualized Since Inception (8/17/2009) | |
|---|---|---|---|---|---|---|
| Grantmaking Fund |
0.1 | 0.2 | 0.3 | 0.2 | 0.1 | 0.1 |
| Bank of America ML 91 day T-Bills |
0.2 | 0.3 | 0.5 | 0.2 | 0.2 | 0.2 |
Questions about the investment data?
Contact our donor services staff to discuss how your fund is performing. Call our office at 724.836.4400 or contact us via email:
email us