Historical Performance

The RSF Social Investment Fund forms the core of our lending activity, providing capital to high-impact organizations that often cannot find financing elsewhere. Since 1984, RSF has maintained a 100% repayment rate – plus interest – to our community of investors, and has made over $275 million in loans to social enterprises through this program. Historical rates of return are similar to those of a bank CD.

RSF found its niche providing mortgage loans to Waldorf Schools, serving as the primary financier to this community for twenty years. Lending within the emerging field of values-based, for-profit enterprises is a natural extension of RSF’s expertise and commitment to building the field of social finance.

Past Interest Rates

The following table shows the quarterly interest rate paid to SIF investors since 2006.

Q1 Q2 Q3 Q4
2014 0.25% 0.25% N/A N/A
2013 0.75% 0.50% 0.50% 0.50%
2012 1.00% 1.00% 0.75% 0.75%
2011 1.00% 1.00% 1.00% 1.00%
2010 1.00% 1.00% 1.00% 1.00%
2009 0.71% 0.71% 0.50% 1.00%
2008 3.75% 2.00% 2.06% 3.00%
2007 4.00% 4.00% 4.00% 4.00%
2006 3.48% 3.83% 4.00% 4.00%
  • Printed from http://rsfsocialfinance.org/services/investors/social/performance/