Investment Rate of Return

The ratio of investment earnings to the university’s non-endowment investment balance. The 2021 Goal is 6.0%.

Peer Investment Rate of Return
Source: Financial Statements
UnitID Institution Name FY2012 FY2013 FY2014 FY2015 FY2016
172699 Western Michigan University 3.8% 9.1% 7.6% 0.6% 1.3%
204857 Ohio University-Main Campus 1.5% 5.2% 8.7% 0.4% -0.8%
203517 Kent State University at Kent -6.5% 9.0% 11.8% 1.7% -3.0%
230728 Utah State University 4.4% 4.3% 6.8% 3.6% 3.9%
225511 University of Houston 2.6% 4.4% 6.7% -1.9% 2.1%
227216 University of North Texas   3.1% 7.7% -3.3% 3.8%
139940 Georgia State University 1.0% 0.5% 0.4% 0.4% 0.4%
Aspirational Peer Investment Rate of Return
Source: Financial Statements
UnitID Institution Name FY2012 FY2013 FY2014 FY2015 FY2016
137351 University of South Florida-Main Campus 2.02% 3.21% 5.14% 1.05%  
234030 Virginia Commonweath University 3.78% 1.31% 7.2% 1.83% -0.87%
217882 Clemson University          
203517 Kent State University at Kent -6.5% 0.0% 11.8% 1.7% -3..0%
216339 Temple University 0.67% 1.26% 7.34% 4.43% 2.81%