Macalester’s investments returned 10.1% over the past twelve months, net of all fees. Diversification and rebalancing to target weights have helped to preserve capital and maintain liquidity for the college.
(Annualized) | One Year | Three Years | Five Years | Ten Years |
Macalester Endowment | 10.1 | 7.6 | 8.1 | 6.1 |
Total Portfolio Policy Benchmark | 9.2 | 7.1 | 7.6 | 6.1 |
Relative | 0.9 | 0.5 | 0.5 | 0.0 |