Portfolio Returns

Returns, net of fees, as of September 30, 2019


1 Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities+1.7%0.0%
Global Fixed Income+1.4%+2.3%
Real Assets+1.0%+1.4%
Total Portfolio+1.5%+0.7%

 

1 Year

ASSET CATEGORYACTUALBENCHMARK
Global Equities+1.2%+1.5%
Global Fixed Income+4.2%+10.3%
Real Assets-6.2%+6.5%
Total Portfolio+1.4%+4.8%

 

1-, 3- and 5-year returns through September 30, 2019

 1 YR3 YRS5 YRS
The Ohio State University LTIP+1.4%+6.8%+4.7%

 

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%