Friday, June 09, 2006

2005 Foundation Returns

U.S. foundations reported an average annual return of 8.1% in Fiscal Year 2005 according to the Commonfund Benchmarks Study® - Foundations and Operating Charities 2006.. Average returns ranged from 7.4% to 8.4% for all size groups. Average 3-year and 5-year returns for all institutions were 13.9% and 5.2% respectively.

Average asset allocations for total institutions reported for FY 2005 showed some significant changes from the previous year. Domestic equities declined to 37% vs. 45% percent the previous year. Within domestic equities, large cap allocations dropped to 50% vs. 59%; Index equities rose to 24% vs. 17%; mid cap were 10% vs. 9%; small cap remained unchanged at 15%.


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