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.

Cancellations, Disruptions as Harvard Graduate Student Strike Enters Second Week

Some faculty complain about the protests’ effect on students.

The Loneliness Pandemic

As the country isolates, are we all alone?

House - Email

Explore More From Current Issue

Panoramic view of Harvard University with autumn foliage and a river under a cloudy sky.

University News

The University is expanding industry ties and investing its own funds to support research, but neither will replace lost federal dollars.

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.”