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. Capital appreciation is the primary goal.

-5.2%

1 Year

5.1%

3 year

2.7%

5 year

6.8%

Since Inception (1/94)

Global Equity60%
Global Fixed23%
Diversifying Strategies11%
Real Assets5%
Cash1%

ESG Pool

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

-5.9%

1 Year

-4.9%

Since Inception (11/17)

Global Equity53%
Global Fixed32%
Real Assets10%
Cash5%

Moderate Pool

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

5.4%

1 Year

4.7%

3 year

3.1%

5 year

3.8%

Since Inception (9/13)

Global Equity48%
Global Fixed45%
Diversifying Strategies7%

Conservative Pool

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

-.3%

1 Year

2.8%

3 year

2.4%

5 year

4.3%

Since Inception (7/98)

Global Fixed90%
Global Equity10%