Public NCSE Tables
The final report for the 2012 NACUBO-Commonfund Study of Endowments (NCSE) will be posted in March 2013. The tables below are excerpts from the NCSE from 2012 to 2009 and the NACUBO Endowment Study from 2008 to 2002. All of information on this page is copyrighted by NACUBO and Commonfund Institute. Please cite the NACUBO Endowment Study and the specific study year when referencing data from 2002 to 2008. For 2012 through 2009, please cite the NACUBO-Commonfund Study of Endowments for the appropriate year.
2012 NACUBO-Commonfund Study of Endowment Results
- Press release on the 2012 Endowment Study Results (Feb. 1, 2013)
- Table: All U.S. and Canadian Institutions Listed by Fiscal Year 2012 Endowment Market Value, and Percentage Change in Market Values from FY 2011 to FY 2012 (Revised Feb. 4, 2013)
- Table: Average and Median Annual Net Investment Returns for U.S. College and University Endowments and Affiliated Foundations, FY 2012 to FY 2003
- Table: One, Three, Five, and Ten-Year Average Annual Returns for U.S. College and University Endowments and Affiliated Foundations for Periods Ending June 30, 2012
- Table: Asset Allocations for U.S. College and University Endowments and Affiliated Foundations, FY 2012
- Table: Average Annual Effective Spending Rates for U.S. College and University Endowments and Affiliated Foundations, FY 2012 to FY 2003
2011 NACUBO-Commonfund Study of Endowment Results
- Press release on the 2011 Endowment Study Results (Jan. 31, 2012)
- Table: All U.S. and Canadian Institutions Listed by Fiscal Year 2011 Endowment Market Value and Percentage Change in Market Value from FY 2010 to FY 2011 (Revised Mar. 19, 2012)
- Table: Average and Median Annual Net Investment Returns for U.S. College and University Endowments and Affiliated Foundations, FY 2011 to FY 2002
- Table: One, Three-, Five-, and Ten-Year Average Annual Returns for U.S. College and University Endowments and Affiliated Foundations for Periods Ending June 30, 2011
- Table: Asset Allocations for U.S. College and University Endowments and Affiliated Foundations, FY 2011
- Table: Average Annual Effective Spending Rates for U.S. College and University Endowments and Affiliated Foundations, FY 2011 to FY 2002
2010 NACUBO-Commonfund Study of Endowment Results
- Press release on the 2010 Endowment Study Results (Jan. 27, 2011)
- Table: All U.S. and Canadian Institutions Listed by Fiscal Year 2010 Endowment Market Value and Percentage Change in Market Value from FY 2009 to FY 2010
- Table: Average and Median Net Investment Returns for U.S. College and University Endowments and Affiliated Foundations, FY 2010 to FY 2001
- Table: One-, Three-, Five-, and Ten-Year Average Annual Returns for U.S. College and University Endowments and Affiliated Foundations for Periods Ending June 30, 2010
- Table: Asset Allocations for U.S. College and University Endowments and Affiliated Foundations, FY 2010
- Table: Average Annual Effective Endowment Spending Rates for U.S. College and University Endowments and Affiliated Foundations, FY 2010 to FY 2001
2009 NACUBO-Commonfund Study of Endowment Results
- NACUBO-Commonfund Press Release on the 2009 Endowment Study Results (Jan. 28, 2010)
- Table: All U.S. and Canadian Institutions Listed by Fiscal Year Endowment Market Value and Pecentage Change in Market Value from FY 2008 to FY 2009 (Updated April 8, 2010)
- Table: Annual Total Net Returns, Fiscal Years Ending June 30, 2009-2000
- Table: Annual One-, Three-, Five-, and Ten-Year Total Net Returns for U.S. Higher Education Endowments and Affiliated Foundations for Periods Ending June 30, 2009
- Table: Asset Allocations for U.S. Higher Education Endowments and Affiliated Foundations for Fiscal Year 2009
- Table: Annual Reported Spending Rates for U.S. Higher Education Endowments and Affiliated Foundations, Fiscal Years 2000-2009
2008 NACUBO Endowment Study Results
- NACUBO Press Release on 2008 Endowment Study Results (Jan. 27, 2009)
- 2008 NACUBO-Commonfund Endowment Study Follow-up Survey
- Table: All Institutions Listed by Fiscal Year 2008 Market Value of Endowment Assets with Percentage Change Between 2007 and 2008 Endowment Assets
- Table: Average Investment Pool Compounded Nominal Rates of Return for Fiscal Years Ending June 30, 2008, and Selected Three, Five, and Ten-Year Periods
- Table: Average Asset Class Allocation of Total Assets
- Table: Average Annual Calculated Spending Rates, 2008-1999
2007 NACUBO Endowment Study Results
- NACUBO Press Release and Fact Sheet on 2007 Endowment Study Results (Jan. 24, 2008)
- Table: All Institutions Listed by FY 2007 Market Value of Endowment Assets With Percent Change Between 2006 and 2007 Endowment Assets
- Table: Average Investment Pool Compounded Nominal Rates of Return for FY 2007
- Table: Average Asset Class Allocation of Total Assets
- Table: Average Annual Calculated Spending Rate, 2007-1998
2006 NACUBO Endowment Study Results
- NACUBO Press Release on 2006 Endowment Study Results (Jan. 22, 2007)
- Table: All Institutions Listed by FY 2006 Market Value of Endowment Assets With Percent Change Between 2005 and 2006 Endowment Assets
- Table: Average Investment Pool Compounded Nominal Rates of Return for FY 2006
- Table: Average Asset Class Allocation of Total Assets
2005 NACUBO Endowment Study Information
- Table: All Institutions Listed by FY 2005 Market Value of Endowment Assets With Percent Change Between 2004 and 2005 Endowment Assets
- Table: Average Investment Pool Compounded Nominal Rates of Return for FY Ending June 30, 2005 and for Selected Three-, Five-, and Ten-Year Periods
- Table: FY05 Average Asset Class Allocation of Total Assets
2004 NACUBO Endowment Study Information
- Summary of the Results of the 2004 NACUBO Endowment Study (Jan. 26, 2005)
- Table: Listing of Participating Institutions By Total Market Value of Endowments as of FY Ending 2004
- Table: Average Compounded Nominal Rates of Return Over 1, 3, 5 and 10 Years as of June 30, 2004
- Table: Average Asset Allocation by Asset Class FY Ending 2004
2003 NACUBO Endowment Study Information
- Table: Listing of Participating Institutions By Total Market Value of Endowments as of FY Ending 2003
- Table: Average Compounded Nominal Rates of Return Over 1, 3, 5 and 10 Years
- Table: Average Asset Allocation by Asset Class
- Table: Number of Participating Public and Independent Institutions in FY03
2002 NACUBO Endowment Study Information
- NACUBO Press Release on 2002 Endowment Study Results (Jan. 21, 2003)
- Table: Ranking of Participating Institutions By Total Market Value of Endowments as of FY Ending 2002
- Table: Average Compounded Nominal Rates of Return Over 1, 3, 5 and 10 Years
- Table: Average Asset Allocation by Asset Class
- Online, Interactive Data Tool Developed For NACUBO Endowment Study Findings (Apr. 7, 2003)