Investment return of 12.3% brings Yale endowment value to $29.4 billion

news.yale.edu

Yale’s 10-year asset class performance remains strong. Domestic equities returned 12.4%, exceeding the benchmark by 2.2% annually. Foreign equities produced returns of 14.0%, outperforming the composite benchmark by 10.6% annually. Absolute return produced an annualized return of 4.8%. Leveraged buyouts returned 10.2%, while venture capital returned 16.0%. Real estate and natural resources contributed annual returns of 2.7% and 1.7%, respectively.

Yale’s 20-year asset class performance remains strong. Domestic equities returned 11.8%, besting the benchmark by 4.9% annually. Foreign equities produced returns of 15.6%, surpassing the composite benchmark by 8.5% annually. Absolute return produced an annualized return of 8.3%. Leveraged buyouts returned 12.1%, while venture capital returned 165.9%.

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