CFLC – Financial Summary as of June 30, 2024


As of June 30, 2024
Assets $2,060,354
Appreciation & Income $276,731
Rate of Return 14.26%

As of June 30, 2023
Assets $1,513,483
Appreciation & Income $121,190
Rate of Return 8.35%

 

As of June 30, 2022
Assets $1,377,884
Appreciation + Income -$81,871
Rate of Return -6.02%

As of June 30, 2021
Assets $1,099,821
Appreciation + Income $247,749
Rate of Return 28.18%

As of June 30, 2020
Assets $869,737
Appreciation + Income -$6,325
Rate of Return -0.87%

As of June 30, 2019
Assets $809,892
Appreciation + Income $63,351
Rate of Return 9.12%

As of June 30, 2018
Assets $670,244
Appreciation + Income $27,949
Rate of Return 4.17%

As of June 30, 2017
Assets $561,180
Appreciation + Income $43,800
Rate of Return 7.80%

As of June 30, 2016
Assets $486,830
Appreciation + Income $38,370
Rate of Return 7.88%

As of June 30, 2015
Assets $455,470
Appreciation + Income $25,440
Rate of Return 5.59%

Average annual return over last 10 years: 7.846%