Performance
Macalester’s investments returned 12.1% over the past twelve months, net of all fees. Diversification and rebalancing to target weights have preserved capital and maintained liquidity for the college.
Investment Performance as of 3/31/2022
(Annualized) | One Year | Three Years | Five Years | Ten Years |
Macalester Endowment | 12.1 | 9.6 | 8.2 | 7.8 |
Total Portfolio Policy Benchmark | 12.7 | 9.0 | 7.9 | 8.6 |
Relative | -0.6 | 0.6 | 0.3 | -0.8 |