Balanced Composite Index, 2020 Q1 YTD Returns

2020 Q1 Returns (31.03.2020)

S&P 500: 1825 - 2019

2019 YTD Returns (31.12.2019)

"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."

36% of MSCI World Index is
comprised of tech stocks

44% of MSCI World Index is comprised of Japanese stocks