Private Equity Returns Reference

By Swoopr Editorial Team · Published · AI-assisted research, editorially reviewed.

Direct answer: U.S. buyout private equity has returned approximately 13-15% IRR annually over the past 20 years, outperforming the S&P 500 by about 3-5 percentage points on a PME (Public Market Equivalent) basis, though this premium is partly explained by illiquidity, leverage, and selection bias.

Private Equity Returns by Strategy (20-Year Averages through 2024)

StrategyMedian IRRTop Quartile IRRPME vs S&P 500Typical Hold PeriodMin Investment
Large Buyout13-15%20-25%1.1-1.2x4-6 years$5M-$25M+
Mid-Market Buyout14-17%22-28%1.15-1.25x3-5 years$250K-$5M
Venture Capital (all)10-14%25-40%1.0-1.2x7-10 years$100K-$1M+
Early-Stage VC12-20%35-60%1.1-1.4x8-12 years$25K-$500K
Growth Equity14-16%20-26%1.1-1.2x3-5 years$500K-$5M
Distressed/Special Sit.11-14%18-23%0.9-1.1x2-4 years$1M+
Real Assets (PE)10-13%16-20%0.95-1.1x5-8 years$250K+
Fund of Funds9-12%14-18%0.95-1.05x5-10 years$100K-$500K

Source: Cambridge Associates Private Equity & Venture Capital benchmarks; Preqin. Last verified: September 2026.

Frequently Asked Questions

How do you measure private equity returns?

Private equity uses IRR (Internal Rate of Return), which accounts for the timing of cash flows (capital calls and distributions), and TVPI (Total Value Paid-In), which measures total value created including unrealized gains. PME (Public Market Equivalent) compares PE returns to what you would have earned investing the same cash flows in a public index.

How much does private equity outperform public markets?

Over long periods, top-quartile PE funds have consistently outperformed public equities by 3-7 percentage points annually. Median PE returns have outperformed by about 1-3 points. However, the outperformance is uncertain, requires long lockups (7-12 years), and is concentrated in top quartile funds that are difficult to access.

How can individual investors access private equity?

Historically restricted to institutions and ultra-high-net-worth investors, PE access has broadened through interval funds (e.g., Hamilton Lane, iCapital), PE ETFs of listed PE firms (KKR, Blackstone, Apollo), and direct co-investment platforms. These vehicles carry their own fees and liquidity constraints distinct from direct fund investments.

References