Monthly Archives: May 2009

Endowment Update:

Here is an update on the endowment’s performance.  As you might predict, not the best of news:

As of March 31, 2009, the market value of the Endowment Pool (ATF) was $647.1 million (including $17.0 million of Non-Endowment Assets) and the Total Endowment plus Trusts was $677.9 million.

  • Private equity is about 1/3 of the overall portfolio
  • Performance as of March 31, 2009 (see below)

Middlebury Endowment Returns

Fiscal YTD -22.5%

Calendar YTD -3.9%

Broad Stock Market Index Returns

Russell 3000 Index

Fiscal YTD 37.1%

Calendar YTD10.8%