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Example based on initial gift of $25,000:
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Return to |
Year End |
| Fiscal Year |
Total Return |
5% Spending |
1% Mgt Fee |
Principal |
Principal |
|
|
|
|
|
|
| Initial Gift |
|
|
|
|
$25,000 |
| 1995/1996 |
14.80% |
$1,250 |
$250 |
8.80% |
$27,200 |
| 1996/1997 |
20.20% |
$1,360 |
$272 |
14.20% |
$31,062 |
| 1997/1998 |
19.18% |
$1,553 |
$311 |
13.18% |
$35,156 |
| 1998/1999 |
14.06% |
$1,758 |
$352 |
8.06% |
$37,990 |
| 1999/2000 |
9.99% |
$1,900 |
$380 |
3.99% |
$39,506 |
| 2000/2001 |
-7.25% |
$1,975 |
$395 |
-13.25% |
$34,271 |
| 2001/2002 |
-10.28% |
$1,714 |
$343 |
-16.28% |
$28,692 |
| 2002/2003 |
2.72% |
$1,435 |
$287 |
-3.28% |
$27,751 |
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|
4% Spending |
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|
|
| 2003/2004 |
13.78% |
$1,110 |
$278 |
8.87% |
$30,212 |
| 2004/2005 |
7.10% |
$1,208 |
$302 |
2.10% |
$30,847 |
| 2005/2006 |
8.40% |
$1,234 |
$308 |
3.40% |
$31,896 |
| 2006/2007 |
15.92% |
$1,276 |
$319 |
10.92% |
$35,377 |
Fund management by PNC Advisors, and Commonfund.
Back to Endowments
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