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Endowment Index™News

Press Release: Endowment Index Gain 17.6% in 2017; Best Annual Gain Since 2009

By January 8, 2018No Comments

APPLETON, Wis.Jan. 8, 2018 /PRNewswire/ — The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 17.6% (on a total return basis) for the year ended December 31, 2017.   This compares to the S&P 500, which gained 21.8% for the same period.

The Index began the year at 1,072.11 and never once dipped below that mark.  Consistent with the low-volatility environment that global markets experienced in 2017, the Index rose steadily, posting gains in each of the 4 quarters.  The Index’s greatest retracement was just 1.64%, occurring during the first week of August.

Eighteen of the Index’s nineteen components posted gains in 2017.  Natural resources-metals & mining (+37.1%), emerging markets equity (+36.8%), emerging markets equity-China (+31.8%), natural resources-timber (+29.8%), international real estate (+26.5%), and equity-international developed (+26.4) posted the strongest gains.  Managed futures (-3.2%) posted the only decline among Index constituents.

Link to Full Release



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