Portfolio Returns

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

 

Latest Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities+1.4%-0.8%
Global Fixed Income+0.3%-1.5%
Real Assets+4.6%+2.1%
Total Portfolio+1.4%-0.7%


Fiscal Year to Date (9 months through March 31, 2018)

ASSET CATEGORYACTUALBENCHMARK
Global Equities+10.1%+10.5%
Global Fixed Income+1.4%-0.2%
Real Assets+5.6%+5.5%
Total Portfolio+6.9%+6.8%

Note: Investment returns do not include current pricing for illiquid investments and will not until the end of the fiscal year (June 30, 2018).

 

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

 1 YR3 YRS5 YRS
The Ohio State University LTIP+10.7%+6.1%+7.4%

 

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%