Investment Performance
UC San Diego Foundation Endowment as of June 30, 2025
Asset Allocation
Visualization of Foundation portfolio allocation breakdown. Data available in table below.
Asset class
Percentage
UC San Diego Foundation endowment as of June 30, 2025 (asset allocation)
Asset class
Percentage
Public equity
65.4%
Private equity 17.3%
Real estate 8.9%
Absolute return 5.1%
Fixed income
2.3%
Cash
1.0%
Total allocation 100.0%
UC Regents General Endowment Pool as of June 30, 2025
Asset Allocation
Visualization of Regents portfolio allocation breakdown. Data available in table below.
Asset class
Percentage
UC Regents endowment as of June 30, 2025 (asset allocation)
Asset class
Percentage
Public equity
50.8%
Private equity 24.9%
Real estate 12.6%
Absolute return 7.3%
Fixed income
3.4%
Cash
1.0%
Total allocation 100.0%
UC San Diego Foundation Endowment as of June 30, 2025
Average Annualized Returns (return %)
Visualization of Foundation average annualized returns. Data available in table below.
UC San Diego Foundation endowment as of June 30, 2025 (average annualized returns, return %)
Period
1-year 13.0%
13.9%
3-year 13.3%
15.3%
5-year 12.5%
13.1%
10-year 9.3%
9.3%
UC Regents Endowment as of June 30, 2025
Average Annualized Returns (return %)
Visualization of Regents average annualized returns. Data available in table below.
UC Regents endowment as of June 30, 2025 (average annualized returns, return %)
Period
1-year 12.1%
13.1%
3-year 10.6%
13.2%
5-year 10.9%
11.1%
10-year 8.7%
8.3%
Terms
Asset allocation is the process of dividing the investments in a portfolio among different asset classes such as equities, alternative investments, fixed income securities, and cash to optimize the risk/reward trade-off based on an institution’s situation and goals.
Average annualized return provides the yearly return averaged over a specified time period (one-year, three-year, five-year, ten-year).
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