Performance
Macalester’s investments returned -3.3% 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.
Investment Performance as of 6/30/2022
(Annualized) | One Year | Three Years | Five Years | Ten Years |
Macalester Endowment | -3.3 | 6.7 | 6.6 | 7.2 |
Total Portfolio Policy Benchmark | -2.0 | 6.5 | 6.5 | 7.8 |
Relative | -1.3 | 0.2 | 0.1 | -0.6 |