Endowment Index™ +6.03% YTD Continues to Dominate S&P 500 (1.92%% YTD) in 2015

Post On May 1, 2015 by

Endowment Index™ YTD Results Benefit From Global Focus

One third of the way through 2015, the Endowment Index™, on a total return basis, is up 6.03%, outperforming domestically-focused equity indices such as the S&P 500 TR  (+1.92%), Nasdaq Composite PR (+4.34%).  For comparison, the Morningstar Moderate Target Risk has generated a +2.71 YTD result.

For comparison purposes, other YTD index results:

  • Russell 2000 TR +1.65%
  • Barclays US Aggregate Bond TR +1.24
  • MSCI All Country World Price Return (US$) +4.60%
  • MSCI EAFE Net Return (US$) + 9.16%
  • MSCI Emerging Market Price Return (US$) +9.57%
  • Morningstar Lifetime Moderate 2030 Target Date +3.37%
  • Morningstar Long-Only Commodity +0.92%

All return data as of 4/30/2015.  Source: Morningstar

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy.  The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets).  The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets.  Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities.  You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Google Finance. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not have fees.

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