FINANCIAL SUMMARY
As of June 30, 2019
Assets $809,892
Appreciation + Income $63,351
Return on Assets (ROA) 9.12%
As of June 30, 2018
Assets 670,244
Appreciation + Income $27,949
Return on Assets (ROA) 4.17%
As of June 30, 2017
Assets $561,180
Appreciation + Income $43,370
Return on Assets (ROA) 7.80%
As of June 30, 2016
Assets $486,830
Appreciation + Income $38,370
Return on Assets (ROA) 7.88%
As of June 30, 2015
Assets $455,470
Appreciation + Income $25,440
Return on Assets (ROA) 6.22%
As of June 30, 2014
Assets $409,060
Appreciation + Income $27,590
Return on Assets (ROA) 6.74%
As of June 30, 2013
Assets $317,650
Appreciation + Income $25,270
Return on Assets (ROA) 8.00%
As of June 30, 2012
Assets $301,050
Appreciation + Income $25,270
Return on Assets (ROA) 8.39%
As of June 30, 2011
Assets $296,900
Appreciation + Income $26,770
Return on Assets (ROA) 9.02%
Average annual return over 6 years: 7.77%
