University of Oklahoma Foundation Investment Performance
No matter whether the markets are up or down on any given year, the University of Oklahoma Foundation strives to maintain the purchasing power of its endowment. The long-term investing goal is to earn 8% over time, which covers the annual 5% dividend plus a 3% annual cost of living increase.
13.9
Percent return for the endowment in Fiscal Year 2017
-2.3
Percent return for the endowment in Fiscal Year 2016
5
Percent return for the endowment in Fiscal Year 2015
19.5
Percent return for the endowment in Fiscal Year 2014
10
Percent five-year annualized investment return for the endowment