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

All That’s Unseen charts the Harvard graduate’s uneasy journey from Appalachia to Cambridge and back.  

Social Media Use and Adult Depression

A survey reveals suprising links between social media use and depression in adults.

The University will compensate families of those whose remains were sold and establish a scholarship to honor anatomical donors.

House - Email

Explore More From Current Issue

Runners compete on a track, with a Harvard athlete in the foreground and others behind.

Athletics

After a historic 2025-26 season, athletes eye NCAA championships.

A busy classroom filled with students working at computers, colorful decor, and a bright atmosphere.

Technology

In 2004, a frenzy spread across Harvard Yard in days. Four billion users later, we are only just catching up.

A vibrant illustration of a red car parked, surrounded by cheerful people and historic buildings.

Harvard History

Derek Bok donated his car for a good cause.