Portfolio Returns

Returns, net of fees, as of June 30, 2020


1 Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities+12.2%+19.2%
Global Fixed Income+0.7%+2.9%
Real Assets-2.1%+0.9%
Total Portfolio+7.7%+13.1%

 

1 Year

ASSET CATEGORYACTUALBENCHMARK
Global Equities-0.4%+2.1%
Global Fixed Income+4.8%+8.7%
Real Assets-0.4%+5.6%
Total Portfolio+1.1%+4.6%

 

1-, 3- and 5-year returns through June 30, 2020

 1 YR3 YRS5 YRS
The Ohio State University LTIP+1.1%+3.3%+4.0%

 

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%