Investment Pool Performance
The primary goal of ACF’s Investment Pools is to achieve long-term (10+ years) absolute returns in excess of inflation, investment expenses, and spending. Additionally, ACF expects to achieve Pool returns equal to or greater than the returns of each Pool’s respective policy benchmark over rolling 5 and 10-year periods. ACF’s Investment Policy Statement speaks to these objectives, along with our investment beliefs, governance, and other relevant information.
The chart below illustrates preliminary monthly performance, net of underlying investment manager expenses, for the Arizona Community Foundation investment pools, as of November 30, 2021.
Download the investment pool returns [PDF, 64KB]
| Investment Pools |
Fiscal YTD (4/1/21 through 11/30/21) |
Calendar YTD |
1
Year |
3
Year |
5
Year * |
10
Year * |
Since Inception |
| LONG TERM DIVERSIFIED POOL |
Established
Dec. 1990 |
Actual
|
6.7% |
11.3% |
16.1% |
10.5% |
8.9% |
8.7% |
7.7% |
| Strategic Policy Benchmark |
6.7% |
11.1% |
15.6% |
11.9% |
10.4% |
8.7% |
8.1% |
| Public Markets Benchmark |
6.4% |
9.1% |
12.9% |
13.0% |
10.9% |
9.0% |
7.7% |
| LONG TERM AGGRESSIVE GROWTH POOL |
Established
April 2019 |
Actual
|
7.3% |
11.1% |
15.9 |
--- |
--- |
--- |
13.6% |
| Strategic Policy Benchmark |
6.3% |
10.0% |
14.9% |
--- |
--- |
--- |
12.4% |
| INTERMEDIATE POOL |
Established
Dec. 2005 |
Actual
|
5.2% |
6.2% |
9.2% |
11.1% |
8.9% |
8.5% |
6.8% |
| Strategic Policy Benchmark |
4.8% |
5.6% |
8.5% |
10.7% |
8.7% |
7.9% |
6.5% |
| SOCIALLY RESPONSIBLE POOL |
Established
Sept. 2011 |
Actual
|
7.7% |
8.7% |
12.5% |
14.4% |
12.2% |
10.8% |
11.3% |
| Strategic Policy Benchmark |
7.5% |
10.2% |
13.4% |
12.9% |
10.9 |
10.3% |
10.8% |
| SHORT TERM POOL |
Established
May 2003 |
Actual
|
0.0% |
0.0% |
0.0% |
0.9% |
1.0% |
0.5% |
1.2% |
| Strategic Policy Benchmark |
0.0% |
0.0% |
0.1% |
1.1% |
1.1% |
0.6% |
1.2% |
* Primary relative performance evaluation time periods per ACF's approved Investment Policy Statement (IPS)