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First Quarter 2021 Performance Round-Up

By

Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. 

Periods ended March 31, 2021
Quarter YTD 1-Year 3-Year 5-Year 10-Year
GIV Index 3.8% 3.8% 37.4% 10.3% 10.0% 7.7%
Northern Trust 3.8   3.8   34.3   9.9    10.5    N/A   
BNY Mellon 3.4   3.4   31.8   N/A   9.5   7.5   
60/40 Mix* 2.3   2.3   31.7   12.2   11.2   9.9   
The 60/40 Mix is 60% S&P 500 Total Return / 40% Bloomberg Barclays U.S. Aggregate Index
3-Year, 5-Year, and 10-Year returns are annualized.
Note: BNY Mellon doesn't publish 3 -Year performance numbers, nor does Northern Trust publish 10-Year returns.
Chart by Visualizer

Source

FoundationMark Grantmaker Investment Value Index (“GIV”) (here)

The FoundationMark Grantmaker Investment Valuation Index (“GIV”) tracks the investment performance of private foundations. Using data drawn from over 40,000 foundations, the GIV Index is the most comprehensive measure of foundation performance available.
 

 Source

Northern Trust Foundation and Endowment Universe (here)

The Northern Trust universe consists of more than 380 large U.S. institutional funds with combined assets of more than $1.34 trillion.

 Source

BNY Mellon U.S. Master Trust Universe (here)

The BNY Mellon U.S. Master Trust Universe offers peer comparisons of performance by plan type and size. It consists of 489 corporate, foundation, endowment, public, Taft-Hartley, and health care plans with a total market value of more than $2.4 trillion and an average plan size of over $8.0 billion. 

Filed Under: Performance, Trustee Resources, Spring 2021

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