Endowment Performance
| Annualized Return | 1 Year | 3 Years | 5 Years |
|---|---|---|---|
| Xavier Investment Return | -12.51% | 4.72% | 5.87% |
| Balanced Index * | -11.24% | 5.80% | 6.02% |
| CPI + 4.25% | 8.49% | 9.42% | 8.28% |
* Balanced Index = Weighted Average of Russell 1000 Growth / Russell 1000 Value / S&P 500 / Russell 2000 Growth / Russell 2000 Value / MSCI ACWI ex USA / MSCI ACWI ex US Small Cap / MSCI Emerging Marktes / Bloomberg US Aggregate TR / ICE BofA 1-3 Yrs US Corp & Govt TR/ S&P Global REIT Net / DJ Bloomberg US TIPS TR / FTSE Global Core Infra 50/50 Hdg / NCREIF Property Index / HFRI FOF: Conservative Index / HFRI ED: Distressed/Restructuring Index / HFRI Equity Hedge (Total) Index / Privaty Equity Index / Cliffwater Direct Lending Index / S&P 500 / FTSE T-Bill 1 Month TR