Endowment Performance

Since Harvard Management Company established its current, highly diversified asset mix and investment strategies for the endowment in 1991...

From The November-December 2004 Issue

Since Harvard Management Company established its current, highly diversified asset mix and investment strategies for the endowment in 1991, financial returns have been strong—and handsomely ahead of market results in general. The annualized rate of return for the past five years (even including the losses in fiscal years 2001 and 2002) is 11.8 percent—more than twice market benchmarks. For the past decade, the annualized rate of return has been 15.9 percent, 4 points more than market returns.  
Chart by Stephen Anderson
   

Published in the November-December 2004 print issue in the John Harvard's Journal section.

Most popular

As Union Protests Continue, Stephen Colbert and Yo-Yo Ma Event at Harvard Cut Short

A conversation between the comedian and the celebrated cellist was interrupted by a fire alarm in Sanders Theatre.

Mindfulness—the unconventional research of psychologist Ellen Langer

Psychologist Ellen Langer's unconventional research. Plus, read about applying mindfulness techniques to eating.

Harvard Weathers a Year of Turmoil

The federal government has launched unprecedented actions against the University. Here’s a guide.

House - Email

Explore More From Current Issue

A girl in blue boots stands on a cliff, holding a leash attached to a glowing, digital dog.

AI

Establishing legal responsibility for autonomous agents

Colorful icons representing sleep, fruit, speech, and a mind with a water lily.

Take this quiz on six healthy habits that Harvard doctors recommend

Collage of three photos of an athlete in a triathlon: one swimming, one cycling, one running, in sports attire.

Alumni Profiles

The Harvard triathlete and coach says she helps normal people to “do extraordinary things.”