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University of Florida

Fiscal Year 2011-2012 Endowment Investment Returns

Thomas J. Mitchell, Vice President for Development and Alumni Affairs

We continued to face challenging financial investment markets during this past fiscal year.  As a result, the endowment investment pool returned -1.29% for the quarter ending June 30th and +0.12% for the fiscal year.  No spending base adjustments were made for the quarter ending June 30th.

The annualized endowment investment returns are shown below:

1 Year

2 Year

3 Year

5 Year

7 Year

UFICO Inception to Date

0.12%

8.36%

8.95%

1.86%

5.72%

6.19%

Please check on the Foundation’s Financial Accounting System (FAS) for the balance of a specific endowment.

Please feel free to contact Alan West awest@uff.ufl.edu, or 392-5958 with any questions.