Investments and Endowments American Baptist Foundation’s investment and endowment platform consists of three active and professionally managed investment options. Total investment and endowment assets managed as of December 31, 2024 were $159.5 million , including an estimated $157.6 million specific to the investment and endowment platform.
$2.8M
$3.8M
$3.8M
$148.7M
Blended
Fixed
Stock
Other
During 2024, new accounts were added to the investment and endowment platform. A total of $10.6 million in new contributions were received for new and existing accounts. The 2024 Blended, Fixed and Stock portfolio returns were 9.8% , -.06% and 13.72% , respectively — finishing in line with their respective benchmarks of 9.5% , 1.25% , and 15.23% .
Investment Performances**
2024 Y-T-D 2023 2022 2021 2020 2019 3 YR 5 YR 10 YR 9.84% 15.45% -17.65% 9.98% 12.48% 19.21% 1.50% 6.99% 4.83%
Blended Portfolio Benchmark***
9.50% 14.49% -15.36% 10.89% 12.11% 19.06% 2.29% 7.59% 5.76% ** Performance figures are net of ALL fees, including administrative fees. Benchmarks do not include administrative fees. ABF utilizes Socially Responsible Investment (SRI) screens (no Alcohol, Firearms, or Tobacco). Benchmarks do not. *** Bench: S&P 500 (25.2%)/Russell 2500 (15%)/MSCI AC World (19.8%), Barclay’s Intermediate Government (40%).
Investment Performances**
2024 Y-T-D 2023 2022 2021 2020 2019 3 YR 5 YR 10 YR -0.06% 5.22% -13.28% -2.46% 6.09% 6.17% -3.81% 0.05% 0.78% 1.25% 5.53% -13.01% -1.44% 6.51% 6.80% -3.28% 0.56% 1.21%
Fixed Portfolio Benchmark***
** Performance figures are net of ALL fees, including administrative fees. Benchmarks do not include administrative fees. ABF utilizes Socially Responsible Investment (SRI) screens (no Alcohol, Firearms, or Tobacco). Benchmarks do not. *** Barclay’s Intermediate Government (100%).
Investment Performances**
2024 Y-T-D 2023 2022 2021 2020 2019 3 YR 5 YR 10 YR 13.72% 21.68% -16.48% 16.67% 15.25% 25.12% 5.84% 11.32% 7.36% 15.23% 20.60% -17.31% 19.12% 15.31% 26.71% 5.85% 11.92% 8.47%
Stock Portfolio Benchmark***
** Performance figures are net of ALL fees, including administrative fees. Benchmarks do not include administrative fees. ABF utilizes Socially Responsible Investment (SRI) screens (no Alcohol, Firearms, or Tobacco). Benchmarks do not. *** Bench: S&P 500 (42%)/Russell 2500 (25%)/MSCI AC World (33%).
Made with FlippingBook Digital Proposal Creator