MyRoboAdviser™ | Press Release: Endowment Index® 2021 Performance Report
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Press Release: Endowment Index® 2021 Performance Report

15 Oct Press Release: Endowment Index® 2021 Performance Report

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APPLETON, Wis.Jan. 18, 2022 /PRNewswire/ –– The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,738.95 to end 2021.  The Index gained 14.59% in 2021 (on a total return basis), which compares to a Global 60-40 portfolio which increased 9.54% for the same period. For the fourth quarter, the Index gained 4.38% compared to a 4.06% increase for the Global 60-40 Portfolio.

The Index spent nearly the entirety of 2021 in positive territory. The Index low for 2021 occurred on January 4th with a close of 1,515.07. The high for the year occurred on November 8th at 1,765.99.

Global equity markets rose again in 2021 with the S&P 500 notching 70 record highs throughout the year. Higher inflation, due to supply chain issues & labor shortages was the primary concern for investors throughout 2021.

Ten of the Index’s twenty-two components posted double digit gains for 2021.The top performing component of the Index was commodities oil & gas, which gained an astounding 75.59% in 2021. Gold was the worst performer, posting a loss of -3.99% for the year.

Definitions:  Global 60-40 Stock-Bond Portfolio index comprised of 60% MSCI All-Country World Index + 40% Barclays Global Aggregate Bond Index

Past performance is not necessarily indicative of future results.


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