Silicon Valley Bank Collapse

Did we hold any Silicon Valley Bank or Signature Bank stock? We do not own any individual stocks or bonds.

February 28, 2023 Snapshot

The monthly ‘Snapshot’, generated by Morningstar, is based on the Easton Episcopal Fund holdings as of market close each month, and includes a data-rich look at the performance, total Fund value and more.

January 31, 2023 Snapshot

We’re not looking at unadulterated blue skies ahead from now on – there will always be storms – but so far in 2023, it’s looking a little better than it was.

Performance Since Inception

Chart detailing performance since inception by quarterly benchmark comparison

Snapshot December 31, 2022

Calm seas never made a sailor. While 2022 overall was not good, and the hoped-for Santa Claus rally didn’t materialize, our long-term numbers remain above average with our rank consistently in the top third of the Morningstar Balanced Fund 50%-70% equity universe.

Snapshot November 30, 2022

Comparing end of October to end of November will be heartening, even in the face of more potential rate raises.

November Update from The Vice Chair

So far, 2022 has been one of the most volatile and perplexing stock markets that we have seen in some time.


Something went wrong. Please refresh the page and/or try again.

Subscribe to get updated on all news

Get new content delivered directly to your inbox.