Easton Episcopal FundsMonthly Archives: May 2021
Fund Value Rose 3.19% in First Quarter of 2021
As of the end of the first quarter, the fund was up 3.19%, 12 bps better than our benchmark. Our equity portfolios were up and did better than their benchmarks, but our fixed income portfolio was down more than its benchmark. We saw our short term rank fall to 54th percentile for the quarter but stayed in the top 30th percentile for the prior 1, 3, and 5 years.
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Historical Quarterly Performance vs Benchmark
The chart below compares the fund return against our benchmark for each quarter since inception. The column on the far right shows the calendar year (or YTD) return. After the change to internal management in 2016, the Fund performance has exceeded the benchmark 60% of the periods. (Click title to read more)
Read MoreShareholder Letter 12/03/2020
Both the short and long term outlook for equities continues to be promising. Effective Covid 19 vaccines have been tested and are on track to approval; some have already been approved for use in the UK. While the full impact…
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