We
are pleased to present for your information the comparative
record of returns produced by the Foundation on its various
pooled funds.
The funds are compared to the appropriate benchmark. These comparisons are in
compliance with the standards of the Association for Investment
Management and Research.
(See summary strategy for each fund.)
SBF POOLED FUNDS
Total
Returns for Period Ending
2/10/2010 |
|
1 MO |
1 YR |
3 YRS |
5 YRS |
Growth Fund |
2.81 |
50.25 |
-6.04 |
-0.26 |
S&P 500 |
3.10 |
53.62 |
-5.67 |
0.37 |
..................................... |
... |
... |
... |
... |
Income Fund |
0.32 |
7.34 |
4.39 |
4.36 |
Barclay's Intermediate Govt./Credit |
0.43 |
8.23 |
6.05 |
5.11 |
Merrill Lynch 1-3 Yr Govt |
0.19 |
2.19 |
4.84 |
4.29 |
..................................... |
... |
... |
... |
... |
SBF Flexible Income Fund |
0.54 |
11.83 |
6.54 |
N/A |
Barclay's Govt./Credit Index |
0.41 |
9.09 |
5.91 |
5.10 |
..................................... |
... |
... |
... |
... |
Balanced Fund |
1.67 |
27.20 |
0.41 |
2.56 |
Blended Index* |
1.76 |
31.36 |
0.12 |
2.74 |
| |
|
|
|
|
| SBF
Short-Term Fund |
0.03 |
0.89 |
2.76 |
3.40 |
90 Day Treasury Bills. |
0.01 |
0.13 |
1.69 |
2.70 |
*1/2 S&P 500
1/2 Barclay's Govt/Credit
Index |
|
Our
Funds Performance 
