The Pittsburgh Foundation

Investment Performance

Investment performance is published here when the previous quarter's results are made available. The information below shows the latest quarterly investment updates for Legacy Perpetual, Intermediate and Grantmaking funds.

Legacy Perpetual Fund

Asset Allocation - 12/31/2023
Legacy Funds Perpetual 4th Quarter 2023

Investment Returns
  4th Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) 10 Years (Annualized) Annualized Since Inception (8/17/2009)
Legacy Perpetual Fund

4.0

9.0 9.0 4.8 8.7 6.1 7.0
CPI + 5%

1.7

8.5 8.5 10.9 9.3 7.9 7.7
80% MSCI ACWI / 20% Barclays Aggregate

10.2

18.8 18.8

4.0

9.7 6.8 7.9
Blended Benchmark 7.7 15.3 15.3

6.1

10.0 6.3 7.0

Legacy Intermediate Fund

Asset Allocation - 12/31/2023
Legacy Funds Intermediate 4th Quarter 2023

Investment Returns
  4th Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) 10 Years (Annualized) Annualized Since Inception (8/17/2009)
Legacy Intermediate
Fund
6.5 9.4 9.4 0.6 4.3 3.4 4.0
CPI + 2% 0.9 5.4 5.4 7.7 6.2 4.8 4.6
MSCI ACWI (20%) / Barclays Aggregate (80%) 7.7 8.8 8.8 -1.4 3.3 3.2 4.0

Legacy Grantmaking Fund

Asset Allocation  - 12/31/2023

 

Legacy Funds Grantmaking 4th Quarter 2023

Investment Returns
  4th Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) 10 Years (Annualized) Annualized Since Inception (8/17/2009)
Legacy Grantmaking
Fund
2.7 4.7 4.7 -0.0 1.4 0.9 0.6
Bank of America
ML 91 day T-Bills
1.4 5.0 5.0 2.2 1.9 1.2 0.9

Legacy Index Fund

Asset Allocation  - 12/31/2023

Legacy Index 4th Quarter 2023

 
Investment Returns
  4th Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) 10 Years (Annualized) Annualized Since Inception (2/18/2020)
Legacy Index 9.1 14.2 14.2 4.3 --- --- 7.3
CPI + 5% 1.7 8.5 8.5 10.9 9.3 7.9 9.9
80% MSCI ACWI/20% Barclays Aggregate 10.2 18.8 18.8 4.0 9.7 6.8 8.9

Legacy Index All Equity Fund

Asset Allocation  - 12/31/2023

Legacy All Equity 4th Quarter 2023

Investment Returns
  4th  Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) 10 Years (Annualized) Annualized Since Inception (6/16/2021)
Legacy Index All Equity 10.1 18.6 18.6 --- --- --- 2.8
CPI + 5% 1.7 8.5 8.5 10.9 9.3 7.9 10.7
MSCI ACWI 11.0 22.2 22.2 5.7 11.7 7.9 2.1

 

Questions about the investment data?

Contact our donor services staff to discuss how your fund is performing. Call our office at 412-394-2653, or contact us via email: 
development [at] pghfdn.org (email us)