| CRT
Performance Return History (Total Annualized Return)¹ |
| Starting
January 1, 2004, as a result of a special ruling from the IRS, qualifying
trusts were able to invest in trust units with the University that
provide each trust unit the exact same performance and distribution
rate as the endowment. |
Year² |
Harvard Endowment Trust ³ |
Harvard Partnership
Trust |
Harvard Tax-Efficient Trust † |
Trust Universe Comparison Service (TUCS)‡ |
| 1 Year |
17.00% |
15.90% |
13.60% |
5.50% |
| 3 Year |
16.80% |
12.10% |
9.80% |
8.20% |
| 5 Year |
15.10% |
9.80% |
8.10% |
7.12% |
| 10 Year |
14.50% |
9.90% |
7.60% |
7.83% |
| |
|
|
|
|
| ¹Past performance is not any
indication of future returns. The returns of the Harvard endowment
have been internally calculated, using consistent valuation methodologies.
|
| ²Year ended December 31, 2006 |
| ³Represents a sample or typical
5% payout remainder trust, as it would have been invested according
to our asset allocations over the past ten years. |
| †Represents total annualized return of the sample
5% CRT as if it had been invested according to our current proposed
allocations in the tax-efficient funds for all 10 years. |
| ‡TUCS is a widely accepted benchmark
for the performance of institutional assets. |
© 2008 President and Fellows of Harvard College.
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