Site icon Easton Episcopal Funds

Snapshot June 30, 2025

Despite the frenetic news cycles, the Easton Episcopal Fund is not only weathering the current squalls, but doing well. Performance improved in the second quarter.  For the quarter we were up 7.70%.  This strong performance offset a mediocre first quarter performance and propelled our year-to-date rank from the 76th percentile at the end of March to our current estimated year-to-date rank, placing us in the top 38%. Our long-term results continue to be highly competitive.  Since inception in 2010, the value of an original $10,000 investment including the reinvestment of dividends is now $33,419, a 234% cumulative return which equates to an 8.23% annual return.

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