Macalester’s investments returned 6.9% 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 | 6.9 | 11.3 | 6.5 | 6.6 |
Total Portfolio Policy Benchmark | 6.3 | 10.6 | 6.1 | 6.7 |
Relative | 0.6 | 0.7 | 0.4 | -0.1 |