Performance Reports

On June 30, 2025, the unaudited market value of the University of Rochester’s Long Term Investment Pool (“LTIP”) was $3.8 billion. Performance for the fiscal year ended June 30, 2025 was 12.0%, net of all fees and expenses, compared to the benchmark performance of 14.1%. The LTIP’s return was 10.4% net annualized for the most recent five years, which was among the LTIP’s highest five-year returns. The benchmark returned 11.3% annualized for the five years and was heavily influenced by the outsized market capitalization of the “Magnificent 7” in the benchmark. The estimated performance of the LTIP was 8.2% annualized for the past decade, versus 8.6% for the benchmark.

Full Fiscal 2025 Report

Annualized Performance through Fiscal 2025

Additional endowment information may be found on our Endowment At A Glance page. We also archive our annual performance reports on our Investment Report Archives page.