Endowment Performance
Fiscal Year Ending June 30 |
Year-End Value |
Principal Additions |
Annual Rate of Return |
| 2018 |
$140,070,346
|
$2,142,346
|
7.6%
|
| 2017 |
133,123,429
|
3,445,862
|
13.9%
|
| 2016 |
119,017,639
|
1,821,545
|
-3.4%
|
| 2015 |
134,161,150
|
3,967,681
|
-0.7%
|
| 2014 |
135,849,091
|
3,715,545
|
16.0%
|
| 2013 |
117,399,458
|
4,966,929
|
12.8%
|
| 2012 |
104,857,152
|
2,780,381
|
0.8%
|
| 2011 |
106,768,163
|
2,292,793
|
21.7%
|
| 2010 |
90,333,331
|
3,266,545
|
13.9%
|
| 2009 |
81,263,635
|
1,336,294
|
-18.1%
|
Endowment Performance |
St. Mark's Investment Goal* |
Rate of Return |
| Last Year | 7.7% | 7.6% |
| Three Year | 6.7% | 5.7% |
| Five Year | 6.4% | 6.9% |
| Ten Year | 6.2% | 6.6% |
*St. Mark's Investment Goal is the spending rate plus the rate of inflation.
2017–2018 Investment Committee
Fraser Marcus ’72 (Chair)
David Ackerman ’89
Ryan Cotton ’97
Jun Il Kwun
Jun Il Kwun
Chris Lee ’96*
Craig Levering ’75
Veeral Rathod ’97
John Rocchio
Brad White ’90
*Advisory Member
Veeral Rathod ’97
John Rocchio
Brad White ’90
*Advisory Member
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