S&P 500 vs. Yale’s endowment… Morningstar via The Big Picture

June 13, 2019 by Jim Colburn Leave a Comment

John Rekenthaler, Morningstar, discusses the recent performance of Yale’s endowment, here…

”The fund’s reputation, however, owes to its earlier accomplishments. In the 10 years from mid-2008 through mid-2018 (the latter being the date of the fund’s most recent report), Yale gained an annualized 7.4%. During that same time period, the three largest target-date 2035 mutual funds, from Vanguard, Fidelity, and T. Rowe Price, returned 7.3%, 6.7%, and 8.0%, respectively.”

If David Swensen and Yale have trouble beating the index, is there any hope for us mere mortals?

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