Performance & Analysis

The Foundation regularly updates its fund holders on the performance of its investment portfolio. The last communication to donors was sent out in January 2018. At that time, the portfolio had yielded a rate of return of 6.8% through September 30, 2017.

Through December 31, the Foundation’s portfolio yielded a rate of return of 9.3%, net of fees and inflation, for 2017. The Foundation’s five-year rate of return is 5.4%, net of fees and inflation.

Below is the charted growth of the Foundation’s assets in recent quarters.

If you have questions about specific holdings of the Community Foundation, please give us a call.