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

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. 

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.

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.

A pleasant but not unexpected surprise!

Chart detailing performance since inception by quarterly benchmark comparison

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.

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