Macalester’s investments returned 10.6% 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 9/30/2017


One Year Three Years Five Years Ten Years

Macalester Endowment

     10.6       4.3        7.8      5.5
Total Portfolio Policy Benchmark      10.5       4.4        7.2      4.5
Relative        0.1      -0.1        0.6      1.0