Performance

Macalester's investments returned 5.5% over the past twelve months, net of all fees. Over the past ten years, the endowment's returns have remained in the top quartile of endowments valued at between $500 million and $1 billion. Diversification and rebalancing to target weights have preserved capital and maintained liquidity for the college.

Investment Performance as of 9/30/2016

One Year Three Years Five Years Ten Years
Macalester College Total Portfolio      5.5       5.0        7.9      6.4
Total Portfolio Policy Benchmark      7.1       6.1        9.0      6.4
Relative     -1.6      -1.1       -1.1      0.0