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 University will compensate families of those whose remains were sold and establish a scholarship to honor anatomical donors.

Harvard art historian Jennifer Roberts teaches the value of immersive attention

Teaching students the value of deceleration and immersive attention

Harvard’s Class of 2029 Reflects Shifts in Racial Makeup After Affirmative Action Ends

International students continue to enroll amid political uncertainty; mandatory SATs lead to a drop in applications.

House - Email

Explore More From Current Issue

A glowing bulb shape surrounded by colorful, swirling energy lines against a blue background.

Research

Harvard researchers achieve medical breakthroughs in cancer therapy and infection control.

A busy classroom filled with students working at computers, colorful decor, and a bright atmosphere.

Technology

In 2004, a frenzy spread across Harvard Yard in days. Four billion users later, we are only just catching up.

A smiling elderly man in glasses sits comfortably in a striped armchair.

Harvard Administration

Plus, veteran higher education leader Thomas Ehrlich reflects on university curricula for his 70th reunion