Investment Performance

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

Read our CFO Drew Alden's Investment Performance and Markets Commentary 

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 - September 2019

Investment Performance - Intermediate Fund - September 2019

Investment Performance - Corporation & Asset Summary - August 2019

Investment Performance - Corporation & Asset Summary - July 2019

Investment Performance - Corporation & Asset Summary - June 2019

Investment Performance - Intermediate Fund - June 2019

Investment Performance - Corporation & Asset Summary - May 2019

Investment Performance - Corporation & Asset Summary - April 2019

Investment Performance - Corporation & Asset Summary - March 2019

Investment Performance - Intermediate Fund - March 2019

Investment Performance - Corporation & Asset Summary - February 2019

Investment Performance - Corporation & Asset Summary - January 2019

Investment Performance - Corporation & Asset Summary - December 2018

Investment Performance - Corporation & Asset Summary - November 2018

Investment Performance - Corporation & Asset Summary - October 2018

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