Silicon Valley Bank Collapse
Did we hold any Silicon Valley Bank or Signature Bank stock? We do not own any individual stocks or bonds.
EEF Vice-Chair’s Report to 155th Diocesan Convention
When we measure our long-term performance, we are pleased to report that we generated results that were equal to, or better than our aspirations.
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.
January Update from The Vice Chair
A pleasant but not unexpected surprise!
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.