AV福利社

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Investment Performance

Annualized Returns (as of June 30, 2024)

Portfolio1 yr3 yrs5 yrs10 yrs
AV福利社 Portfolio*10.54.99.47.8
Policy Benchmark**12.64.59.17.8
Global 60/4012.52.26.55.8

*Performance is net of all fees and expenses.

**The Policy Benchmark is a weighted average of market indexes that represent each asset class in the endowment's policy asset allocation.

Endowment Fund Growth History

Endowment Fund Growth History showing increase from June 1997 at $500,000 to present day at approximately $1,900,000