Investment Performance

The Greater Cedar Rapids Community Foundation offers three 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 attempt 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.

1 year  3 year  5 year Since Inception(1/94)
7.3% 1.9% 5.9% 7.0%

 

 

 

 

Moderate Pool

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

1 year 3 year Since Inception (9/13)
8.1% 3.1% 4.2%


Conservative Pool

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

1 year 3 year  5 year Since Inception(1/94)
4.0% 2.5% 3.2% 4.5%