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

How Philosophy at Harvard Saved Itself

As humanities shrink across higher education, one department is flourishing. Is its success a fluke, or a roadmap?

To Promote Healthy Habits in Patients, Start With the Doctors

Why Harvard Medical School is training physicians to think more like coaches

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 smiling man in a brown plaid suit stands outdoors with greenery in the background.

University News

The professor and former Harvard College dean is the next president of Harvard Magazine’s Board of Directors

A woman jogs on a path beside a boy riding a bicycle, surrounded by trees.

Health & Medicine

Why Harvard Medical School is training physicians to think more like coaches

Delicate green cocoa pods and small white flowers on a tree branch, surrounded by soft greenery.

Research

Harvard researchers investigate climate’s impact on cocoa crops, innovations in nasal vaccines, and links between pain and skull marrow.