Macalester’s investments returned 9.5% 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 | 9.5 | 6.6 | 7.3 | 6.3 |
Total Portfolio Policy Benchmark | 9.5 | 6.4 | 6.9 | 6.5 |
Relative | 0.0 | 0.2 | 0.4 | -0.2 |