KBF – 2nd Quarter Performance Update – The Equity Fund had a positive 3.0% return vs. the equity blended benchmark’s return of positive 2.6% for the 2nd Quarter 2018. The trailing 12 months’ return of the Equity Fund was a positive 14.2% vs. the equity blended benchmark’s return of positive 12.3%.
The Fixed Income Fund declined -0.6% for the 2nd Quarter 2018 vs. the Fixed Income benchmark’s decline of -0.1% for the same period. The trailing 12 months’ return for the Fixed Fund was a positive 0.1% vs. the Fixed Income benchmark’s return of 0.0%.
Accounts with a 50/50 allocation between the Equity Fund and Fixed Income Fund had the following returns: 7.2% for the trailing 12 months; and annualized returns as follows: 5.4% the past 3 years; 6.3% the past 5 years; and 5.2% the past 10 years.
Accounts with a 60/40 allocation between the Equity Fund and Fixed Income Fund had the following returns: 8.6% for the trailing 12 months; and the annualized returns as follows: 6.3% the past 3 years; 7.2% the past 5 years; and 5.5% the past 10 years.
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