Portfolio Returns

Returns, net of fees, as of March 31, 2020


1 Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities-18.29%-21.37%
Global Fixed Income+2.47%+3.15%
Real Assets+0.58%+1.77%
Total Portfolio-11.51%-13.34%

 

1 Year

ASSET CATEGORYACTUALBENCHMARK
Global Equities-10.34%-11.26%
Global Fixed Income+5.76%+8.93%
Real Assets-4.58%+7.05%
Total Portfolio-5.62%-4.34%

 

1-, 3- and 5-year returns through March 31, 2020

 1 YR3 YRS5 YRS
The Ohio State University LTIP-5.6%+1.9%+2.7%

 

Benchmarks are:

  • Global Equities: MCSI ACWI
  • Global Credit: Barclays U.S. Agg Bond Index
  • Real Assets: CPI+5%
  • Total Portfolio: 65% ACWI / 25% Agg / 10% CPI+5%