Exploring Asset Allocation, Portfolio Returns, Indices and Asset Class Returns
Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)
2019 YTD Returns (31.12.2019)
Balanced Composite Index, 2019 YTD Returns
Or the costs of trying to outsmart the market
(2009 - 2018)
"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."
1950 - 2016
