N GA COMMUNITY FOUNDATION VS COMMUNITY …



NGCF BALANCED POOL VS COMMUNITY FOUNDATION SURVEY

COMPOUND ANNUALIZED GROWTH RATE thru 3/31/19

(1st cut) Net of Fees

NGCF Community Foundation Balanced

Balanced Peers Index

YTD 9.36% 8.4% 9.34%

1 YEAR 6.06% 1.4% 6.03%

3 YEARS 9.75% 8.2% 8.64%

5 YEARS 7.45% 4.9% 6.84%

7 YEARS 8.99% 6.6% 8.22%

10 YEARS 11.72% 9.6% 10.82%

15 YEARS 7.14% 6.0% 6.79%

Since Inception (7-1-00) 6.23% 5.49%

*Peer Group Community Foundations currently have $100-249.9 million under management. Returns for periods > 1 year are annualized. Balanced Index is 49% S&P 500, 16% MSCI EAFE, 35% Barclays U.S. Aggregate. Sources of information: American Funds + Colonial Consulting, LLC and Fiscal & Administrative Officers Group (FAOG) Community Foundation Survey.

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