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University of Wyoming Foundation

Asset Allocation


Endowment Performance


Asset Allocation 

One-Year 

Three-Year 

Five-Year

Ten-Year

Total Fund

4.38%

11.2%

9.5%

6.28%

S&P 500

13.69%

20.41%

15.45%

7.67%

Barclays US Aggregate

5.97%

2.66%

4.45%

4.71%

MSCI Emerging Markets

-2.19%

4.04%

1.78%

8.43%

Policy Index*

2.84%

7.66%

4.62%

3.16%

Total Fund Median

5.64%

10.70%

8.88%

6.23%


(1) Policy index as of 3q10: 10% S&P 500, 10% Barclays US Aggregate, 5% Russell 2000, 10% EAFE, 17.5% HFRX Hedged, 22.5% HFRX AR.
Policy index previous to 3q10: 20% S&P 500, 10% Barclays US Aggregate, 10% Russell 2000, 15% EAFE, 10% HFRX Hedged, 15% HFRX AR.


Endowment Asset Allocation

Asset Allocation 

Fiscal Year 2014

Fixed Income and Cash

9.9%

International Equity

9.8%

Liquidating Funds

0.2%

Domestic Equity

 

Large Cap Equity

13.2%

Small Cap Equity

3.9%

Alternative Investment

 

Absolute Return

21.3%

Hedged Equity

20.8%

Private Equity & Real Assets

20.8%


Asset Allocation

As of December 31, 2014: $419,800,000

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