Investment Performance

The Greater Cedar Rapids Community Foundation offers four investment options to meet a range of philanthropic goals and time horizons. Each of our investment pools is carefully constructed and diversified across global investment opportunities to generate optimal returns while mitigating volatility.

Endowment Pool

The Endowment Pool is a long-term investment option; and capital appreciation is the primary goal.

13.5%

1 Year

5.4%

3 year

6.1%

5 year

7.3%

Since Inception (1/94)

Global Equity55%
Global Fixed25%
Diversifying Strategies15%
Real Assets4%
Cash1%

ESG Pool

In this long-term ESG Pool, investment managers consider Environmental, Social and Governance factors.

0.7%

1 Year

Global Equity55%
Global Fixed30%
Real Assets10%
Cash5%

Moderate Pool

The Moderate Pool is designed to have a lower return and lower risk profile than the Endowment Pool.

12.3%

1 Year

5.6%

3 year

6.0%

Since Inception (9/13)

Global Equity44%
Global Fixed43%
Diversifying Strategies10%
Real Assets3%

Conservative Pool

In the Conservative Pool, the preservation of capital is more important than maximizing returns.

4.2%

1 Year

2.6%

3 year

2.7%

5 year

4.5%

Since Inception (7/98)

Global Fixed90%
Global Equity10%