AV福利社

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Investment Performance

Annualized Returns (as of June 30, 2025)

Portfolio1 yr3 yrs5 yrs10 yrs
AV福利社 Portfolio*10.49.511.48.6
Policy Benchmark**11.710.910.68.6
Global 60/4012.111.47.96.9

*Performance is net of all fees and expenses.

**The Policy Benchmark is a weighted average of market indexes that represent each asset class in the endowment's policy asset allocation.

Endowment Fund Growth History

Endowment Fund Growth History showing increase from June 1997 at $500,000,000 to present day at approximately $2,000,000,000