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Endowment Performance

Most Recent Fiscal Year Performance

Common Investment Fund and Benchmark Returns

Common Investment Fund (CIF) Average Annual Returns as of June 30, 2018
1-year 3-years 5-years 10-years
CIF Total Return 11.1% 7.2% 8.4% 6.0%
CIF Policy 10.4% 6.9% 7.5% 5.2%
Simple (70% MSCI ACWI/30% BB Agg) 7.4% 6.3% 7.3% 5.5%
Simple (80% MSCI ACWI/20% BB Agg) 8.5% 7.0% 8.0% 5.6%
Surveyed Peer Median Average Annual Returns as of June 30, 2017 (most recent) - Pools Greater than $1 Billion
1-year 3-years 5-years 10-years
Cambridge Associates College and University 13.4% 4.7% 8.6% 4.8%
NACUBO-Commonfund Study of Endowments 12.9% 5.0% 8.6% 5.0%
Most recent quarter by quarter performance