Investment Performance

Each document below shows a snapshot of the relative investment performance of endowments and funds managed by the Valley Community Foundation. 

This information is compiled in conjunction with The Community Foundation for Greater New Haven Inc. ("The Corporation") under the Affiliation Agreement between the two foundations. The documents include each entity's market-driven investment performance benchmark as reported by Colonial Consulting, LLC.

Investment Performance - Corporation & Asset Summary - October 2018

Investment Performance - Corporation & Asset Summary - September 2018

Investment Performance - Corporation & Asset Summary - August 2018

Investment Performance - Corporation & Asset Summary - July 2018

Investment Performance - Corporation & Asset Summary - June 2018

Investment Performance - Corporation & Asset Summary - May 2018

Investment Performance - Corporation & Asset Summary - April 2018

Investment Performance - Corporation & Asset Summary - March 2018

Investment Performance - Corporation & Asset Summary - February 2018

Investment Performance - Corporation & Asset Summary - January 2018

Investment Performance - Corporation & Asset Summary - December 2017

Investment Performance - Corporation & Asset Summary - November 2017

Investment Performance - Corporation & Asset Summary - October 2017

Investment Performance - Corporation & Asset Summary - September 2017

Investment Performance - Corporation & Asset Summary - July 2017

Investment Performance - Corporation & Asset Summary - June 2017

Investment Performance - Corporation & Asset Summary - May 2017

Investment Performance - Corporation & Asset Summary - April 2017

Investment Performance - Corporation & Asset Summary - March 2017

Investment Performance - Corporation & Asset Summary - February 2017

Investment Performance - Corporation & Asset Summary - January 2017

Investment Performance - Corporation & Asset Summary - December 2016

Investment Performance - Corporation & Asset Summary - October 2016

Investment Performance - Corporation & Asset Summary - September 2016

Investment Performance - Corporation & Asset Summary - Aug 2016

Investment Performance - Corporation & Asset Summary - July 2016

Investment Performance - Corporation & Asset Summary - Jun 2016

Investment Performance - Corporation & Asset Summary - May 2016

Investment Performance - Corporation & Asset Summary - April 2016

Investment Performance - Corporation & Asset Summary - March 2016

Investment Performance - Corporation & Asset Summary - February 2016 

Investment Performance - Corporation & Asset Summary - January 2016

Investment Performance - Corporation & Asset Summary - December 2015 

Investment Performance - Corporation & Asset Summary - November 2015

Investment Performance - Corporation & Asset Summary - October 2015

Investment Performance - Corporation & Asset Summary - September 2015

Investment Performance - Corporation & Asset Summary - June 2015 

Investment Performance - Corporation & Asset Summary - March 2015  

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