Endowment Performance

Fiscal Year Ending June 30
Year-End Value
Principal Additions
Annual Rate of Return
2021
$167,898,902
$1,647,872
28.6%
2020
134,848,100
934,289
0.2%
2019
139,956,257
979,917
4.3%
2018
140,070,346
2,142,346
7.6%
2017
133,123,429
3,445,862
13.9%
2016
119,017,639
1,821,545
-3.4%
2015
134,161,150
3,967,681
-0.7%
2014
135,849,091
3,715,545
16.0%
2013
117,399,458
4,966,929
12.8%
2012
104,857,152
2,780,381
0.8%
 

Endowment Value (2012-2021)

Endowment Performance
St. Mark's Investment Goal*
Rate of Return
Last Year 10.0%  28.6%
Three Year 7.2%  11.0% 
Five Year 7.1%  12.0% 
Ten Year 6.6%  9.8% 

*St. Mark's Investment Goal is the spending rate plus the rate of inflation.

Endowment Funds

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