Skip to main content
Community Foundation of Northern Nevada Logo

Investment Returns

We offer a variety of investment options tailored to your specific time horizon and risk tolerance. These options are presented with net figures, factoring in investment fees, and accompanied by benchmarks for comparison.

Current data is from March 31, 2024.


Long Term Strategy

  • Five years or more time horizon
  • Highest expected gain/loss
  • Highest risk to the principle 
Performance 03.31.2024
Long Term Strategy3 Mo1 Yr3 Yr5 Yr10 Yr
Portfolio Return4.55%14.55%3.58%7.17%5.59%
Benchmark Return4.61%14.05%3.57%6.56%5.62%
+/- Benchmark-0.06%0.50%0.02%0.61%-0.03%

Intermediate Strategy

  • Three to five year time horizon
  • Moderate expected gain/loss
  • Moderate risk to the principle
Performance 03.31.2024
Intermediate Strategy3 Mo1 Yr3 Yr5 Yr10 Yr
Portfolio Return2.86%10.10%2.52%4.31%3.45%
Benchmark Return3.03%11.62%2.57%5.11%4.58%
+/- Benchmark-0.17%-1.51%-0.05%-0.80%-1.13%

Short Term Strategy

  • One to three year time horizon
  • Low expected gain/loss
  • Low risk to the principle 
Performance 03.31.2024
Short Term Strategy3 Mo1 Yr3 Yr5 Yr10 Yr
Portfolio Return0.69%5.66%1.46%1.45%1.30%
Benchmark Return0.72%4.59%0.79%1.83%1.77%
+/- Benchmark-0.03%1.07%0.67%-0.38%-0.47%

Money Market Fund

  • One year or less time horizon
  • Nominal expected gain/loss
  • Lowest risk to the principle
Performance 03.31.2024
Money Market3 Mo1 Yr3 Yr5 Yr10 Yr
Portfolio Return1.13%4.86%   
Benchmark Return1.28%5.11%2.49%1.87%1.22%
+/- Benchmark-0.15%-0.25%   

Contact Teri Miller, CIMA®, Chief Financial Officer and Vice President of Administration and HR

Email TeriCall 775-333-5499 Ext. 200

Performance Disclosure:
The measured time period is 01/01/2024-03/31/2024 and all information is for illustration purposes only. The performance data quoted represents past performance (net of investment fees) of how the entire pool has been invested and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein. 

*Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: US Stock Market (Russell 3000 Index), International Developed Stocks (MSCI World ex USA Index [net dividends]), Emerging Markets (MSCI Emerging Markets Index [net dividends]), Global Real Estate (S&P Global REIT Index [net dividends]), US Bond Market (Bloomberg US Aggregate Bond Index), and Global Bond Market ex US (Bloomberg Global Aggregate ex-USD Bond Index [hedged to USD]). S&P data © 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data © MSCI 2024, all rights reserved. Bloomberg data provided by Bloomberg.