Endowment Performance
Fiscal Year Ending June 30 |
Year-End Value |
Principal Additions |
Annual Rate of Return |
| 2024 |
$181,166,221
|
$1,543,492
|
13.2%
|
| 2023 |
164,061,401
|
6,511,276
|
11.2%
|
| 2022 |
148,052,945
|
658,408
|
-9.4%
|
| 2021 |
167,898,902
|
1,647,872
|
28.6%
|
| 2020 |
134,848,100
|
934,289
|
0.2%
|
| 2019 |
139,956,257
|
979,917
|
4.3%
|
| 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%
|
Endowment Value (2015–2024)
Endowment Performance |
St. Mark's Investment Goal* |
Rate of Return |
| Last Year | 7.6% | 13.2% |
| Three Year | 9.6% | 4.6% |
| Five Year | 8.8% | 8.2% |
| Ten Year | 7.5% | 7.3% |
*St. Mark's Investment Goal is the spending rate plus the rate of inflation.
Endowment Funds
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