The Q3 2025 Endowments & Foundations performance update is here, powered by the Alpha Nasdaq OCIO Indices. Two highlights:
- Small and mid-size firms outperformed large firms in Q3 and year to date:
- Small (less than $100M): 5.2% in Q3 2025; 12.7% YTD
- Mid-size ($100M-$500M): 4.9% in Q3 2025, +12.2% YTD
- Large ($500M+): 4.1% in Q3 2025; +10.3% YTD
- Performance dispersion (the gap between the best and the worst) results were mixed:
- Q3 2025 dispersion compressed from 5.8% to 3.6%
- YTD dispersion widened from 5.8% to 8.9%
Access deeper, unbiased industry data like this through the OCIO Analytics platform – including peer comparisons on performance, allocations, fees and more.
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