Performance Reports
Long Term Investment Pool
Fiscal 2025 Report
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.
Calendar 2024 Report
On December 31, 2024, the market value of the University of Rochester’s Long Term Investment Pool (“LTIP”) was $3.6 billion. Performance for the calendar year was 10.5%, net of all fees and expenses, compared with the benchmark return of 14.8%. Performance excludes fourth-quarter results from approximately 30% of the LTIP that is invested in partnerships. Partnership values are lagged by one quarter such that December 31 values will be included in March quarterly performance.
Annualized Performance through Calendar 2024
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.