Harvard Management Company

HMC at 40

Performance History

Strong Long-Term Performance

Meeting Harvard's current and future needs

Strong Long-term Performance - Meeting Harvard’s current and future needs

Over the long term, HMC has produced excellent investment returns for the Harvard University portfolio. The annualized return on the endowment over the last 20 years has been 12.3% per year and the endowment was valued at $36.4 billion at June 30, 2014. In fiscal year 2014, distributions from the endowment contributed almost a third of the University's operating budget. The following charts show historical investment returns and the total value of the endowment.

Click on charts to enlarge
HIRHIR


HMC Endowment Reports:

image
"The endowment returns generated by HMC provide critical funding to the University's innovative financial aid programs, as well as research and educational initiatives." Drew Gilpin Faust
President, Harvard University