Rate of Return on Fund Statement

Does anyone put the annual rate of return on your fund statements?

KaraAdams (Former Community Manager)GrettaKrausSusieLotreck


  • SusieLotreckSusieLotreck Posts: 18 ✭✭✭
    Beer Expert First Comment First Compass Anniversary Name Dropper
    edited June 2023

    We do not at this time but are considering adding this detail to appear on the fund statement. Currently, we upload an Investment Update report to "Files" in the donor portal which provides the rate of returns on a quarterly basis.

    KaraAdams (Former Community Manager)GrettaKraus
  • BethNuttallBethNuttall Posts: 49 ✭✭✭
    First Compass Anniversary First Comment Photogenic First Answer

    Yes, we do include the rate of return in the cover letter that we send with each fund report.

    KaraAdams (Former Community Manager)GrettaKraus
  • JenniferSheahanJenniferSheahan Posts: 4
    First Compass Anniversary 5 Likes First Comment Name Dropper

    We do not include the rate of return on our fund statements. However, we update return information on our website quarterly.

    GrettaKrausKaraAdams (Former Community Manager)
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