15 As of June 30, 2024 (fiscal year-end 2024), the University of Rochester’s Long-Term Investment Pool (LTIP) was valued at $3.5 billion. Endowed funds from the University’s programs represent approximately $2.9 billion of the LTIP.* Each fund benefits from scale and diversification of the LTIP. The University is one of 60 colleges and universities in the United States with an endowment of more than $2 billion. The LTIP outperformed the benchmark (80% stocks and 20% bonds for the 10-year period.) Rochester’s ten-year net annual return was 7.4% versus 7.3% for the benchmark. The fiveLONG-TERM INVESTMENT POOL VALUE (dollars in billions) year average net annual investment return was 8.7% versus 9.0% for the benchmark. During the fiscal year ending June 30, 2024, the LTIP return was 9.5%, compared to the benchmark return of 16.5%. *Other funds held in the LTIP include trusts, annuities, supporting organizations, foundations, and reserves. LONG-TERM INVESTMENT POOL 1.25 1.14 1.13 1.26 1.39 1.52 1.77 1.75 1.37 1.47 1.66 1.65 1.81 2.13 2.23 2.12 2.35 2.51 2.58 2.61 3.71 3.22 3.32 00-01 01-02 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15 15-16 16-17 17-18 18-19 19-20 20-21 21-22 22-23 3.52 23-24
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