Portfolio Returns
Returns, net of fees, as of June 30, 2021
1 Quarter
ASSET CATEGORY | ACTUAL | BENCHMARK |
---|---|---|
Global Equities | 9.3% | 7.4% |
Global Fixed Income | 1.9% | 1.8% |
Real Assets | 4.2% | 3.6% |
Total Portfolio | 7.1% | 5.6% |
1 Year
ASSET CATEGORY | ACTUAL | BENCHMARK |
---|---|---|
Global Equities | 41.0% | 39.3% |
Global Fixed Income | 7.7% | -0.3% |
Real Assets | 11.0% | 10.1% |
Total Portfolio | 29.2% | 25.5% |
1-, 3- and 5-year returns through June 30, 2021
1 YR | 3 YRS | 5 YRS | |
---|---|---|---|
The Ohio State University LTIP | 29.2% | 9.7% | 10.3% |
Benchmarks are:
- Global Equities: MCSI ACWI
- Global Credit: Barclays US Agg Bond Index
- Real Assets: CPI+5%
- Total Portfolio: 65% ACWI / 25% Agg / 10% CPI+5%
Contacts
Investment managers:
(614) 292-7887
Prospects-Illiquids@osu.edu
Prospects-Liquids@osu.edu
Questions about giving:
The Ohio State University Foundation
(614) 292-2970
giveto.osu.edu
Public or media questions:
busfin@osu.edu