< Professional Advisor Tools & Resources

 

 Weighted Average Returns Through December 31, 2021

 Pool

1 Year

3 Year

5 Year

Inception

Wealth Preservation 3.29% 9.20% 6.59% 5.25%
Balanced 9.08% 13.42% 9.54% 7.62%
Growth 13.18% 16.48% 11.68% 9.38%
Social Responsibility 13.02% 16.39% 11.75% 10.25%

Click here for more investment pool information: Investment Options for Charitable Funds.