Historic Endowment Study Data
2/17/2023
Endowment Market Values by Individual Institutional Respondent
1990 Total Market Values
1991 Total Market Values
1992 Total Market Values
1993 Total Market Values
1994 Total Market Values
1995 Total Market Values
1996 Total Market Values
1997 Total Market Values
1998 Total Market Values
1999 Total Market Values
2000 Total Market Values
2001 Total Market Values
2002 Total Market Values
2003 Total Market Values
2004 Total Market Values
2005 Total Market Values
2006 Total Market Values
2007 Total Market Values
2008 Total Market Values
2009 Total Market Values (Updated Feb. 19, 2010)
2010 Total Market Values
2011 Total Market Values (Updated Mar. 19 2012)
2012 Total Market Values
2013 Total Market Values
2014 Total Market Values
2015 Total Market Values
2016 Total Market Values (PDF)
2016 Total Market Values and Endowment Per FTE Student (Excel)
2017 Total Market Values (PDF)
2017 Total Market Values and Endowment Per FTE Student (Excel)
2018 Total Market Values (PDF)
2018 Total Market Values and Endowment Per FTE Student (Excel)
2019 Total Market Values (PDF)
2019 Total Market Values and Endowment Per FTE Student (Excel)
2020 Total Market Values (PDF)
2020 Total Market Values and Endowment Per FTE Student (Excel)
2021 Total Market Values (PDF)
2021 Market Values and Endowment Per FTE Student (Excel)
Final Endowment Market Values--Fiscal Years 1974 to 2022 (Excel)
Endowment Market Values per Full-time Equivalent (FTE) Student, Fiscal Years 2003 to 2011
Nominal Investment Rates of Return by Endowment Size and Institution Type for One-, Three-, Five-, and Ten-Year Periods Ending June 30
1988 Average Compounded Nominal Rates of Return
1989 Average Compounded Nominal Rates of Return
1990 Average Compounded Nominal Rates of Return
1991 Average Compounded Nominal Rates of Return
1992 Average Compounded Nominal Rates of Return
1993 Average Compounded Nominal Rates of Return
1994 Average Compounded Nominal Rates of Return
1995 Average Compounded Nominal Rates of Return
1996 Average Compounded Nominal Rates of Return
1997 Average Compounded Nominal Rates of Return
1998 Average Compounded Nominal Rates of Return
1999 Average Compounded Nominal Rates of Return
2000 Average Compounded Nominal Rates of Return
2001 Average Compounded Nominal Rates of Return
2002 Average Compounded Nominal Rates of Return
2003 Average Compounded Nominal Rates of Return
2004 Average Compounded Nominal Rates of Return
2005 Average Compounded Nominal Rates of Return
2006 Average Compounded Nominal Rates of Return
2007 Average Compounded Nominal Rates of Return
2008 Average Compounded Nominal Rates of Return
2009 Average Net Rates of Return
2010 Average Net Rates of Return
2011 Average Net Rates of Return
2012 Average Net Rates of Return
2013 Average Net Rates of Return
2014 Average Net Rates of Return
2015 Average Net Rates of Return
2016 Average Net Rates of Return
2017 Average Net Rates of Return
2018 Average Net Rates of Return
2019 Average Net Rates of Return
2020 Average Net Rates of Return
2021 Average Net Rates of Return
Asset Allocations
Asset Allocations, 1999 to 2008, by Asset Class (PDF)
2009 Asset Allocations, by Endowment Size and Institution Type (Excel)
2010 Asset Allocations, by Endowment Size and Institution Type (Excel)
2011 Asset Allocations, by Endowment Size and Institution Type (Excel)
2012 Asset Allocations, by Endowment Size and Institution Type (Excel)
2013 Asset Allocations, by Endowment Size and Institution Type (Excel)
2014 Asset Allocations, by Endowment Size and Institution Type (Excel)
2015 Asset Allocations, by Endowment Size and Institution Type (Excel)
2016 Asset Allocations, by Endowment Size and Institution Type (Excel)
2017 Asset Allocations, by Endowment Size and Institution Type (Excel)
2018 Asset Allocations, by Endowment Size and Institution Type (Excel)
2019 Asset Allocations, by Endowment Size and Institution Type (Excel)
2020 Asset Allocations, by Endowment Size and Institution Type (Excel)
2021 Asset Allocations, by Endowment Size and Institution Type (Excel)
