Performance

Performance & Analysis

The Foundation regularly updates its stakeholders on the performance of its investment portfolio.

Through, April 2019, the Foundation's diversified portfolios have yielded a rate of return of 10%. Its fixed income portfolio grew 2.6%. Its five-year rate of return is 4.3%. Its seven-year rate of return is 6%. All of these figures are net of fees. 

 

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