Pools & 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.

Investment Pool Choices

ACF offers five internal pools from which donors can choose. 

For more information about our investment pools, including asset allocation and investment expenses, please see our investment choices and quarterly investment pool summary.

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 June 30, 2024.

Download the investment pool returns >

Long Term Diversified Pool (est. Dec. 1990) 1 Month Calendar YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Actual1.0%5.2%10.0%3.6%7.1%5.9%7.4%
Strategic Policy Benchmark1.0%5.2%10.4%3.6%7.6%6.3%7.7%
Public Markets Benchmark1.6%6.9%13.5%2.5%7.3%6.3%7.3%
Long Term Aggressive Growth Pool (est. Apr. 2019) 1 Month Calendar YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Actual1.3%8.0%15.0%3.1%------8.3%
Strategic Policy Benchmark1.5%7.9%15.0%3.5%------8.3%
Intermediate Pool (est. Dec. 2005) 1 Month Calendar YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Actual1.1%5.2%10.8%1.4%5.7%5.5%6.0%
Strategic Policy Benchmark1.2%5.2%10.8%1.4%5.4%5.3%5.8%
Socially Responsible Pool (est. Sept. 2011) 1 Month Calendar YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Actual1.9%6.4%11.7%1.3%7.2%7.5%9.0%
Strategic Policy Benchmark1.1%6.1%12.0%3.2%7.5%7.4%9.1%
Short Term Pool (est. May 2003) 1 Month Calendar YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Actual0.5%2.7%5.4%3.0%2.1%1.4%1.5%
Strategic Policy Benchmark0.4%2.6%5.4%3.0%2.2%1.5%1.5%

Quarterly Report