Performance & Analysis

The Foundation regularly updates its stakeholders on the performance of its investment portfolio.
For 2018, the Foundation's portfolios yielded a rate of return of -6.1%. Its five-year rate of return is 4%. Its seven-year rate of return is 6%.

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.