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 Crewcial Partners LLC.

Investment Performance - Corporation and Asset Summary - January 2024

Investment Performance - Corporation and Asset Summary - December 2023

Investment Performance - Corporation and Asset Summary - November 2023

Investment Performance - Corporation and Asset Summary - October 2023

Investment Performance - Corporation and Asset Summary - September 2023

Investment Performance - Corporation & Asset Summary - August 2023

Investment Performance - Corporation & Asset Summary - July 2023

Investment Performance - Corporation & Asset Summary - June 2023

Investment Performance - Corporation & Asset Summary - May 2023

Investment Performance - Corporation & Asset Summary - April 2023

Investment Performance - Corporation & Asset Summary - March 2023

Investment Performance - Corporation & Asset Summary - February 2023

Investment Performance - Corporation & Asset Summary - January 2023

Investment Performance - Corporation & Asset Summary - December 2022

Investment Performance - Corporation & Asset Summary - November 2022

Investment Performance - Corporation & Asset Summary - October 2022

Investment Performance - Corporation & Asset Summary - September 2022

Investment Performance - Corporation & Asset Summary - August 2022

Investment Performance - Corporation & Asset Summary - July 2022

Investment Performance - Corporation & Asset Summary - June 2022

Investment Performance - Corporation & Asset Summary - May 2022

Investment Performance - Corporation & Asset Summary - April 2022

Investment Performance - Corporation & Asset Summary - March 2022

Investment Performance - Corporation & Asset Summary - February 2022

Investment Performance - Corporation & Asset Summary - January 2022

Investment Performance - Corporation & Asset Summary - December 2021

Investment Performance - Corporation & Asset Summary - November 2021

Investment Performance - Corporation & Asset Summary - October 2021

Investment Performance - Corporation & Asset Summary - September 2021

Investment Performance - Corporation & Asset Summary - August 2021

Investment Performance - Corporation & Asset Summary - July 2021

Investment Performance - Corporation & Asset Summary - June 2021

Investment Performance - Corporation & Asset Summary - May 2021

Investment Performance - Corporation & Asset Summary - April 2021

Investment Performance - Corporation & Asset Summary - March 2021

Investment Performance - Corporation & Asset Summary - February 2021

Investment Performance - Corporation & Asset Summary - January 2021

Investment Performance - Corporation and Asset Summary - December 2020

Investment Performance - Intermediate Fund - December 2020

Investment Performance - Corporation & Asset Summary - November 2020

Investment Performance - Corporation & Asset Summary - October 2020

Investment Performance - Corporation & Asset Summary - September 2020

Investment Performance - Intermediate Fund - September 2020

Investment Performance - Corporation & Asset Summary - August 2020

Investment Performance - Corporation & Asset Summary - July 2020

Investment Performance - Corporation & Asset Summary - June 2020

Investment Performance - Corporation & Asset Summary - May 2020

Investment Performance - Corporation & Asset Summary - April 2020

Investment Performance - Corporation & Asset Summary - March 2020

Investment Performance - Intermediate Fund - March 2020

Investment Performance - Corporation & Asset Summary - February 2020

Investment Performance - Corporation & Asset Summary - January 2020

Investment Performance - Corporation & Asset Summary - November 2019

Investment Performance - Corporation & Asset Summary - October 2019

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 - March 2019

Investment Performance - Intermediate Fund - March 2019

Investment Performance - Corporation & Asset Summary - January 2019

Investment Performance - Corporation & Asset Summary - November 2018

Investment Performance - Corporation & Asset Summary - October 2018