Lehigh Valley Jewish Foundation Update June 2021

Non-US Equity US Equity Non-US Equity Other Fixed Income US Equity Investment Grade Fixed Income Other Fixed Income Deposits & Money Market Funds Investment Grade Fixed Income Deposits & Money Market Funds

Non-US Equity US Equity Non-US Equity Other Fixed Income US Equity Investment Grade Fixed Income Other Fixed Income Deposits & Money Market Funds Investment Grade Fixed Income Deposits & Money Market Funds

PERFORMANCE

YTD

1 YEAR

3 YEARS

5 YEARS

7 YEARS

10 YEARS

Volatility ITD* Annualized*

Lehigh Valley Jewish Foundation Investment Pool

4.51%

42.53%

12.46%

11.27%

8.53%

8.66%

10.53%

Investment Grade Fixed Income

-2.99%

2.94%

4.85%

3.21%

n/a

n/a

n/a

Other Fixed Income

0.68%

20.54%

5.72%

6.18%

n/a

n/a

n/a

US Equity

7.19%

61.57%

15.26%

14.42%

n/a

n/a

n/a

Non-US Equity

2.21%

58.97%

6.05%

11.75%

n/a

n/a

n/a

Blended Performance Index, Tracking LVJF Target

3.97%

40.51%

10.19%

10.33%

8.23%

8.57%

10.20%

Barclays US Aggregate Bond Index

-3.37%

0.71%

4.65%

3.10%

3.31%

3.44%

3.11%

Standard & Poor 500

6.17%

56.35%

16.76%

16.28%

13.58%

13.90%

13.97%

MSCI AC World Index Excluding USA, net dividend

3.49%

49.41%

6.50%

9.75%

5.26%

4.92%

14.37%