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December 13, 2021 01:44 PM

Washington and Lee University posts 36% endowment return

Rob Kozlowski
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    Washington&Lee_i.jpg
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    Washington and Lee University in Virginia.

    Washington and Lee University's $1.6 billion investment pool of endowment assets returned a net 36% for the fiscal year ended June 30, confirmed university spokeswoman Drewry Sackett.

    For the 10 years ended June 30, the Lexington, Va.-based university's endowment returned an annualized net 9.2%.

    The endowment had returned a net 3.2% for the fiscal year ended June 30, 2020.

    Benchmark information and annualized three- and five-year returns were not immediately available. Ms. Sackett said the university does not disclose returns by asset class.

    As of June 30, the actual allocation was 41% equities, 29% private equity, 13% real estate, 12% fixed income and 5% cash.

    Compare returns of school endowments with P&I's Endowment Returns Tracker
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    October 23, 2023 page one

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