2021 Endowment Index® Performance Update

APPLETON, Wis., January 18, 2022 /PRNewswire/ — The Endowment Index® calculated by Nasdaq OMX® (symbol: ENDOW) closed at 1,738.95 at the end of 2021. The index gained 14.59% in 2021 (based on the return total), which compares to a Global 60-40 portfolio which grew by 9.54% for the same period. For the fourth quarter, the index gained 4.38% compared to an increase of 4.06% for the Global 60-40 portfolio.

The index has spent most of 2021 in positive territory. The bottom of the index for 2021 occurred on January 4and with a close of 1,515.07. The peak of the year occurred on November 8and at 1,765.99.

Global equity markets have risen again in 2021, with the S&P 500 hitting a record 70 throughout the year. Higher inflation, driven by supply chain issues and labor shortages, has been the top concern for investors throughout 2021.

Ten of the index’s twenty-two components posted double-digit gains for 2021. The best performing component of the index was commodity oil and gas, which gained an incredible 75.59% in 2021. Gold was the worst performer, posting a loss of -3.99%. for the year.

Asset class

Change 2021 (%)

Asset class

Change 2021 (%)








Commodity – Oil and Gas

75.59

Managed Futures Contracts

8.99


Commodity/Div-Futures

41.87

Intl. Real estate

5.64


Domestic real estate

40.38

Private Eq-Debt in trouble

2.02


Publicly Listed MLPs

39.29

Liquidity – Treasury bills

-0.10


Private Equity/VC

26.97

Hedge funds

-0.44


US stocks

25.72

Emerging Markets

-0.64


Commodity – Metals/Mining

10:35 p.m.

Fixed Domestic Inc.

-1.66


Global Equities

18.24

Em. Market shares – China

-2.17


Merchandise – Wood

12:30 p.m.

Intl Developed Fixed Inc

-2.20


International Developed Actions

11.29

Emerging Mkt Fixed Inc

-2.45


Goods – Infrastructure

9.71

Gold

-3.99







The Endowment Index represents an investment opportunity for portfolio managers using the Endowment Investment Philosophy® or otherwise integrating alternative investments into a comprehensive asset allocation. The Endowment Index measures the performance of a multi-asset, globally diversified, three-dimensional portfolio that includes global equities, global fixed income securities and alternative investments (such as private equity, hedge funds and real assets). The index applies a goal, based on rules. construction methodology based on portfolio allocation data obtained from over 700 educational institutions that collectively manage more than $637 billion as of 06/30/20. Each of the 22 sub-indices that currently make up the Index is investable and contains over 47,000 underlying securities.

Visit EndowmentIndex.com to download longer term index prices and performance data.

ETF Model Solutions, LLC serves clients as an ETF strategist, designing and managing ETF-based investment solutions for advisors, institutions, pension plans and individual investors based on the Endowment Investment Philosophy® . The company offers diversified ETF-based target risk models and asset class models for use by investment advisors and pension plans. ETF Model Solutions, LLC also provides digital investment services to individual investors through the www.MyRoboAdviser.com website.

Contact: Tim Landolt MBA, Managing Director, 920.785.6012

Info: www.ETFModelSolutions.com or www.EndowmentIndex.com

Disclosure: The information presented is for educational purposes only and is not intended to be an offer or solicitation for the sale or purchase of specific securities, investments or investment strategies, and should not be construed as providing investment advice. You cannot invest directly in an index. Indexes do not contain fees. Past performance is not necessarily indicative of future results. Investments involve risk and, unless otherwise stated, are neither insured nor guaranteed. The performance information provided is net of all underlying exchange-traded fund fees, but does not include any other fees or expenses. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. Listing does not imply any level of skill or training, or endorsement by the SEC or other securities regulatory authority. A copy of the firm’s disclosure statement, Form ADV Brochure Part 2, is available upon request.

SOURCE ETF Model Solutions

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