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.  

Harvard rugby first-year scorer Sofie Fella

Rugby’s freshman scorer Sofie Fella

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

Black and white photo of Joseph Murray in a white lab coat sitting in an office.

Alumni Profiles

Nobel Prize recipient Joseph E. Murray dedicated much of his career to organ transplant surgery.

Aerial view of modern high-rise buildings surrounded by greenery and city skyline.

Architecture & Design

In a sea of red brick, the Science Center and Peabody Terrace make their mark.

Massachusetts Hall at Harvard Red brick building with a large clock on top, surrounded by green trees.

University News

With a grade inflation vote and in the courts, the University argued that it’s taking steps to change.