Fiscal Year Ending June 30 |
Year-End Value |
Principal Additions |
Annual Rate of Return |
2024 |
$180,986,156
|
$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%
|
2014 |
135,849,091
|
3,715,545
|
16.0%
|
Endowment Performance |
St. Mark's Investment Goal* |
Rate of Return |
Last Year | 7.6% | 11.2% |
Three Year | 10.4% | 9.2% |
Five Year | 8.3% | 6.7% |
Ten Year | 7.4% | 8.1% |