{"id":3786,"date":"2025-02-26T14:31:23","date_gmt":"2025-02-26T19:31:23","guid":{"rendered":"https:\/\/www.rochester.edu\/endowment\/?page_id=3786"},"modified":"2025-02-27T12:56:47","modified_gmt":"2025-02-27T17:56:47","slug":"fiscal-2007-report","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/endowment\/fiscal-2007-report\/","title":{"rendered":"Fiscal 2007 Report"},"content":{"rendered":"

Investment Performance Commentary for the Year Ending June 30, 2007<\/h2>\n

Rochester\u2019s net return for the fiscal year ending June 30, 2007 was approximately 19.4%, substantially above the 8.0% goal contained in the University\u2019s financial plan. It is above the benchmark return of 18.8% (comprised of 60% Wilshire 5000, 20% Lehman Aggregate and 20% EAFE).<\/p>\n

The endowment value at the end of the fiscal year was approximately $1.77 billion, roughly $246 million above the reported value at the beginning of the year. The change in endowment value was attributable to investment returns of $288 million, gifts and additions of $40 million and spending and withdrawals of $83 million. Rochester\u2019s five-year average annual return through June 30, 2007 is 13.4% vs. 11.7% for the benchmark. The ten-year average annual return through June 30, 2007 is 10.8% vs. 7.4% for the benchmark.<\/p>\n

Asset Allocation and Performance<\/h3>\n

Major asset classes generated the following performances in fiscal year 2007:<\/p>\n