Yale Endowment Valued at $11 Billion

Yale’s endowment earned an 8.8 percent return in the last fiscal year and totaled a record high $11.0 billion on June 30, 2003, Yale’s Investments Office reported.

Investment officials said the strong investment gain came in a year when the S&P 500 earned 0.3 percent.

Spending from the endowment in the University’s current fiscal year is expected to total approximately $501 million, a 7 percent increase over endowment spending in the prior fiscal year. The endowment’s contribution equals an estimated 29 percent of the University’s revenues, more than two times the share of the operating budget support provided a decade ago.

Yale has returned an annualized 16.0 percent over the past 10 years, placing the University in the top rank of institutional funds. Over the past decade, endowment funds grew from $3.2 billion to $11.0 billion.

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Tom Conroy: tom.conroy@yale.edu, 203-432-1345