An annualized investment return is the measure of a fund’s performance. It refers to the average rate of return an endowment fund generates over a year. Below are the annualized investment returns for the past 1-, 3-, 5- and 10-year period, using December 31st, 2025, as a starting point.
3-Year Annualized Returns
Victoria Foundation Total Account: 12.93%
Victoria Foundation Total Benchmark: 13.01%
5-Year Annualized Returns
Victoria Foundation Total Account: 8.60%
Victoria Foundation Total Benchmark: 8.03%
10-Year Annualized Returns
Victoria Foundation Total Account: 8.44%
Victoria Foundation Total Benchmark: 8.15%