Endowment Performance
91´óÉñ’s investment strategy is designed to achieve strong risk-adjusted returns over a multi-year horizon rather than maximizing returns in any single year. Investment income has historically been particularly important in the growth of 91´óÉñ’s resources. Over the past decade, the endowment generated investment gains of more than $1.9 billion and provided over $920 million to support 91´óÉñ’s institutional mission.
| Annualized Rate of Return | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| June 30, 2025 | 9.0% | 10.3% | 8.8% |
During 2024-2025 the endowment’s market value increased $176.6 million with an ending value of almost $2.85 billion as of June 30, 2025. Inflows to the endowment included $309 million in investment gains and $14 million in philanthropic gifts. Total payout in support of the operating budget, reserves, and capital projects was $146.6 million. Reserves provide the College with resources for unforeseen circumstances and long-term needs. 
Sixty percent of the College’s operating budget is supported by the endowment’s annual payout. To preserve the endowment’s ability to support current and future generations, the annual payout has ranged from 4.0% to 4.5% of the endowment’s average market value in recent years.