2nd Quarter 2014 Quarterly Performance Update - Investment - TopicsExpress

2nd Quarter 2014 Quarterly Performance Update - Investment performance for the 2nd quarter of 2014 was positive. The equity fund was up 3.5% for the quarter and 24.8% for the trailing 12 months. The fixed fund was up 1.8% for the quarter and 4.3% for the trailing 12 months. Accounts with a 50/50 allocation between the equity fund and fixed fund had the following positive returns: 14.6% for the trailing 12 months; 7.6% annualized over the past 3 years; 10.2% annualized over the past 5 years; and 5.9% over the past 10 years. Accounts with a 60% equity and 40% fixed allocation had the following positive returns: 16.6% over the trailing 12 months; 8.3% over the past 3 years; 11.1% over the past 5 years; and 6.1% over the past 10 years. Discover how your church or faith-based not-for-profit organization can invest endowment and similar funds through the KBF by calling Barry Allen or Laurie Valentine. Past performance is no guarantee of future results.