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

The Supreme Court Affirmative Action Rulings: An Analysis

The underlying arguments project clashing worldviews of race and appropriate remedies.

At informational town hall meetings, faculty and staff press administrators for details.

An animal’s journey from grief to love shows how much humans need each other, too.

House - Email

Explore More From Current Issue

Label showing the anatomy of a worker bee, featuring a detailed illustration.

Museums & Collections

Science and art capture the microscopic natural world.

A vibrant group of dancers in colorful outfits poses on a stage with shiny decorations.

Arts & Culture

The Harvard Arts Medalist wants his smash-hit Cats revival to reach “as many young queer people” as possible.

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.