Portfolio Returns

Returns, net of fees, as of December 31, 2018

 

Latest Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities-9.9%-12.7%
Global Fixed Income+0.1%+1.6%
Real Assets-1.4%+1.2%
Total Portfolio-6.5%-7.1%


1 Year

ASSET CATEGORYACTUALBENCHMARK
Global Equities-5.2%-8.9%
Global Fixed Income-0.4% 0.0%
Real Assets+4.1%+7.0%
Total Portfolio-3.2%-4.6%

 

1-, 3- and 5-year returns through December 31, 2018

 1 YR3 YRS5 YRS
The Ohio State University LTIP-3.2%+5.2%+4.4%

 

Benchmarks are:

  • Global Equities: MCSI ACWI
  • Global Credit: Barclays US Agg Bond Index
  • Real Assets: CPI + 5%
  • Total Portfolio: 60% ACWI / 30% Agg / 10% CPI+5%