Non-US Equity US Equity Non-US Equity Other Fixed Income US Equity Investment Grade Fixed Income Other Fixed Income Deposits & Money Market Funds Investment Grade Fixed Income Deposits & Money Market Funds
Non-US Equity US Equity Non-US Equity Other Fixed Income US Equity Investment Grade Fixed Income Other Fixed Income Deposits & Money Market Funds Investment Grade Fixed Income Deposits & Money Market Funds
PERFORMANCE
YTD
1 YEAR
3 YEARS
5 YEARS
7 YEARS
10 YEARS
Volatility ITD* Annualized*
Lehigh Valley Jewish Foundation Investment Pool
4.51%
42.53%
12.46%
11.27%
8.53%
8.66%
10.53%
Investment Grade Fixed Income
-2.99%
2.94%
4.85%
3.21%
n/a
n/a
n/a
Other Fixed Income
0.68%
20.54%
5.72%
6.18%
n/a
n/a
n/a
US Equity
7.19%
61.57%
15.26%
14.42%
n/a
n/a
n/a
Non-US Equity
2.21%
58.97%
6.05%
11.75%
n/a
n/a
n/a
Blended Performance Index, Tracking LVJF Target
3.97%
40.51%
10.19%
10.33%
8.23%
8.57%
10.20%
Barclays US Aggregate Bond Index
-3.37%
0.71%
4.65%
3.10%
3.31%
3.44%
3.11%
Standard & Poor 500
6.17%
56.35%
16.76%
16.28%
13.58%
13.90%
13.97%
MSCI AC World Index Excluding USA, net dividend
3.49%
49.41%
6.50%
9.75%
5.26%
4.92%
14.37%