Al-Rahmah School Educational Trust is a body of invested capital which has been closely managed by the board of trustees to ensure steady and consistent growth.
Our Key Metrics
Endowment Value
$630,000
Amount Donated
$80,000
1 Year Return
21.54%
Support to ARS 2021
$50,000
Total scholarships awarded
$25,000
Total number of donors
15,000+
Performance Table by asset class
| Allocation | Portifilo Value 3/23/2022 | 2021 Value | 2021 Rtn | 2020 Value | 2020 Rtn | 2019 Value | 2019 Rtn | 2018 Value | 2018 Rtn | 2017 Value | |
| Ethical Fund | 3% | $ 188,68.00 | $ 22,483.84 | 27% | $ 7,770.33 | -11% | $ 19,942.72 | 30% | $ 15,347.11 | -3% | $ 15,833.50 |
| Fixed Income | 6% | $ 349,83.00 | $ 35,718.16 | 22% | $ 29,270.95 | 33% | $ 21,954.01 | 41% | $ 15,576.48 | 19% | $ 13,104.38 |
| International | 10% | $ 539,68.00 | $ 56,482.29 | 12% | $ 50,222.58 | 47% | $ 34,258.68 | 48% | $ 23,145.73 | -10% | $ 25,595.97 |
| Large Cap Growth | 11% | $ 627,72.00 | $ 72,515.08 | 25% | $ 57,830.58 | 124% | $ 25,776.84 | 38% | $ 18,715.99 | -2% | $ 19,167.68 |
| Large Cap value | 4% | $ 226,76.00 | $ 22,420.58 | 19% | $ 18,919.55 | 50% | $ 12,597.81 | 28% | $ 9,853.33 | -4% | $ 10,308.07 |
| Mid Cap Value | 2% | $ 119,86.00 | $ 12,959.53 | 20% | $ 10,817.75 | -21% | $ 13,609.85 | 91% | $ 7,138.70 | 45% | $ 4,934.92 |
| REITs | 2% | $ 9,244.00 | $ 10,511.38 | 37% | $ 7,685.61 | 8% | $ 7,095.86 | 46% | $ 4,870.71 | -3% | $ 5,001.91 |
| Small Cap Growth | 2% | $ 9,288.00 | $ 1,193.02 | 4% | $ 10,792.88 | -37% | $ 17,180.00 | 43% | $ 12,049.07 | 7% | $ 11,294.33 |
| Small Cap Value | 2% | $ 9,361.00 | $ 11,111.05 | 18% | $ 9,392.62 | -6% | $ 10,021.44 | 47% | $ 6,822.96 | -10% | $ 7,600.72 |
| Income Investor | 24% | $ 134,056.00 | $ 145,334.00 | 23% | $ 118,633.00 | 22% | $ 97,060.00 | 40% | $ 69,497.00 | 8% | $ 64,268.00 |
| Growth Investor | 33% | $ 184,232.00 | $ 209,436.00 | 32% | $ 159,234.00 | 41% | $ 113,241.00 | 46% | $ 77,575.00 | 15% | $ 67,274.00 |
| Annual Return | 24% | 32% | 43% | 7% | |||||||
| Total Market Value | 100% | $ 5,51,434.00 | $ 610,164.93 | $ 490,569.84 | $ 372,738.19 | $ 260,592.08 | $ 244,383.47 |
