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

To Promote Healthy Habits in Patients, Start With the Doctors

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

Who Is Accountable for the Acts of AI Systems?

Establishing legal responsibility for autonomous agents

When Government Funding Dropped, Harvard Found Partners

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

House - Email

Explore More From Current Issue

St. Peter's Basilica at sunset, illuminated by purple and orange sky reflections in the river.

Alumni

For advocacy and benevolence, three late alumni are reportedly in line for the Catholic Church’s highest honor.

Two fans celebrate in front of a TV showing a football game.

Research

A new Harvard Kennedy School project aims to harness the power of feral fandom.

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.”