Press Release – Endowment IndexTM Gains 3.80% for Q2, 2017;  +8.94% YTD

By admin
In July 10, 2017

Led by private equity and broad-based global equities, the Endowment IndexTM calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in Q1, the Index has gained 8.94% through June 30th.  Read the text of the below or click here to see the release.

APPLETON, WI, July 10th, 2017. The Endowment IndexTM calculated by Nasdaq OMX® increased 3.80% (on a total return basis) for the quarter ended June 30th, 2017, closing at 1,167.92. The S&P 500 gained 3.09% for the same period. The Endowment IndexTM hit a series of new closing highs during the quarter, including a new all-time high of 1,171.31 on June 28th. The Endowment IndexTM is up 8.94% in 2017, which compares to a gain of 9.34% for the S&P 500 for the same period.

The broad and favorable upward bias of global markets that began in early 2017 continued into the 2nd quarter and 14 of the Index’s 19 components provided a positive return for the quarter. Private equity was both the best performing overall asset class (+9.51%) and the greatest overall contributor to the index’s positive performance. Private equity, along with emerging markets-China (+8.41%), international-developed markets (+6.53%) and emerging markets-diversified (+5.76%) contributed more than 75% of the index’s gains for the quarter. The largest declining component was oil & gas, which declined 10.32% for the period. However, on an attribution basis, its return impact was just -0.20% for the quarter. Declines in gold, managed futures, commodities, and metals & mining were minimal and had a nominal effect on index performance.

Visit to download an Index fact sheet or spreadsheet containing longer term performance information. You can also register to receive periodic Endowment IndexTM updates.

ETF Model SolutionsTM, LLC designs ETF-based investment solutions for advisers, institutions, retirement plans and individual investors based upon the Endowment Investment PhilosophysTM . The Firm is the investment adviser to, a digital investment advisory service that provides investment solutions to individual investors based upon holdings within the Endowment IndexTM .


Disclosure:  Information presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice.  Past performance is not necessarily indicative of future results. Current performance may be lower or higher than the performance data cited.  You cannot invest directly in an index. Indexes do not contain fees.  Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses.    All investments are subject to risk and unless otherwise stated, are not insured or guaranteed.  You should not assume that any investments or strategies discussed herein are or will be profitable.  You should consult with an adviser and consider your goals, risk tolerance, and the risks and costs of investing before making any investment decision.  The S&P 500 is a widely-used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.