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.
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Private equity is about 1/3 of the overall portfolio
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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 YTD –10.8%