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Investment Performance

Annualized Returns (as of June 30, 2023)

Portfolio 1 yr 3 yrs 5 yrs 10 yrs
Lehigh Portfolio* 7.5 12.0 8.8 8.1
Policy Benchmark** 8.6 9.7 7.9 8.2

*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 to present day at approximately $1,750,000