Current Fiscal Year Performance
As of February 28, 2018, the WSU Foundation Endowment’s total asset value is $509,027,647, a high-water mark for the fund. Total return-to-date during Fiscal Year 2018 (July 1, 2017 – June 30, 2018) is 7.90%. The one-year return is 12.60%; three-year return is 6.40%; five-year return is 7.70%; and ten-year return is 4.90%.
Last Fiscal Year Performance
For the Fiscal Year ending June 30, 2017, total WSU Foundation endowment pool assets increased $53 million from $418.9 million to $466.1 million. Total return for the Foundation’s endowment during Fiscal Year 2017 was 12.80%. Additions to the endowment during this period totaled $19.3 million, and the WSU Foundation distributed $25.1 million from the endowment in support of WSU programs.
More information about the WSU Foundation’s endowment performance during FY2017 can be found here.