Endowment Performance
| Annualized Return | 1 Year | 3 Years | 5 Years |
|---|---|---|---|
| Xavier Investment Return | 14.3% | 12.8% | 10.7% |
| Balanced Index * | 11.7% | 11.6% | 10.2% |
| CPI + 4.25% | 7.1% | 7.3% | 9.1% |
-Balanced Index = Weighted Average of Russell 1000 Growth / Russell 1000 Value / S&P 500 / Russell 2000 Growth / Russell 2000 Value / MSCI ACWI ex USA / S&P Developed Ex-US SmallCap / MSCI Emerging Markets / Bloomberg US Aggregate TR / ICE BofA 0-3 Yr Treasury / S&P Global REIT Net / FTSE Global Core Infra 50/50 Hdg / NCREIF Property Index / Hedge Fund Conservative / Hedge Fund Distressed / Hedge Fund Long/Short Equity / Private Equity Index / Cliffwater Direct Lending Index / S&P 500 / FTSE T-Bill 1 Month TR