| The average return for college and university endowments in the 2009 fiscal year, -18.7 percent, was the worst since 1974. | |
| 2000 | 12.1% |
| 2001 | -3.5% |
| 2002 | -6.2% |
| 2003 | 3.2% |
| 2004 | 15.3% |
| 2005 | 9.3% |
| 2006 | 10.8% |
| 2007 | 17.2% |
| 2008 | -3.0% |
| 2009 | -18.7% |
| Endowments by size | |
|---|---|
| More than $1-billion | -20.5% |
| $501-million to $1-billion | -19.8% |
| $101-million to $500-million | -19.7% |
| $51-million to $100-million | -18.6% |
| $25-million to $50-million | -18.5% |
| Less than $25-million | -16.8% |
| Public institutions | -18.0% |
| Private institutions | -19.1% |
| All endowments | -18.7% |
| Comparative measurements | |
| Russell 3000 | -26.6% |
| Standard & Poor’s 500 Index | -26.2% |
| Morgan Stanley Capital International All-Country World Ex-U.S. | -31.6% |
| Barclays Aggregate Bond Index | 6.1% |
| Higher Education Price Index | 2.3% |
| Consumer Price Index | 1.4% |
| Note: Figures represent total average return rates among 842 American institutions for the year ending June 30, 2009 | |
| Fiscal 2009 (in thousands) | One-year change in value | ||
|---|---|---|---|
| 1 | U. of Texas | $12,163,049 | -24.8% |
| 2 | U. of Michigan | $6,000,827 | -20.7% |
| 3 | Texas A&M U. and Foundation | $5,083,754 | -23.7% |
| 4 | U. of California | $4,937,483 | -20.6% |
| 5 | U. of Virginia | $2,556,732 | -22.7% |
| 6 | U. of North Carolina at Chapel Hill and Foundations | $1,905,081 | -19.0% |
| 7 | U. of Pittsburgh | $1,837,216 | -21.3% |
| 8 | Ohio State U. | $1,651,561 | -20.4% |
| 9 | U. of Washington | $1,649,159 | -23.7% |
| 10 | Purdue U. | $1,457,543 | -16.0% |
| Institution | Fiscal 2009 (in thousands) | One-year change in value | |
|---|---|---|---|
| 1 | Miami Dade College and Foundation | $147,248 | -20.9% |
| 2 | Valencia Community College and Foundation | $60,057 | -10.2% |
| 3 | Florida State College at Jacksonville Foundation | $28,470 | -19.3% |
| 4 | Kentucky Community and Technical College system | $24,877 | -8.2% |
| 5 | Santa Barbara City College Foundation | $23,550 | 7.5% |
| 6 | Sinclair Community College Foundation | $21,049 | -19.3% |
| 7 | Harrisburg Area Community College | $20,035 | -18.1% |
| 8 | Central Piedmont Community College Foundation | $16,725 | -26.1% |
| 9 | Foothill-De Anza Community College Foundation | $13,338 | -19.4% |
| 10 | Tri-County Technical College (S.C.) | $11,913 | -24.2% |
| Source: Commonfund Institute and the National Association of College and University Business Officers | |||
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