An annualized investment return is the measure of a fund’s performance. It refers to the average rate of return an endowment fund generates over a year. Below are the annualized investment returns for the past 1-, 3-, 5- and 10-year period, using December 31st, 2024, as a starting point.
- 1 year: 15.76% (compared to the benchmark of 15.00%)
- 3 years: 6.12% (compared to the benchmark of 5.35%)
- 5 years: 8.14% (compared to the benchmark of 7.53%)
- 10 years: 7.96% (compared to the benchmark of 7.45%)