Endowment Fiscal Year Returns

Strong Investment Returns Over the Short and Long term

  • Long-term performance meaningfully exceeds 60% equity / 40% bond portfolio
  • Dartmouth’s long-term endowment returns rank in the top decile of the Cambridge Associates College & University universe

Fiscal year returns chart

Growth of the Endowment

  • The endowment investment strategy is designed to generate returns that meet or exceed the distribution plus inflation. 
  • In doing so, the endowment’s value will grow over time, enabling the same level of support for generations to come.
  • The graph below depicts the endowment’s growth from 2000 to the end of fiscal year 2025 (6/30/25)

Endowment market year end returns graph

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