Portfolio Returns

Returns, net of fees, as of June 30, 2021


1 Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities9.3%7.4%
Global Fixed Income1.9%1.8%
Real Assets4.2%3.6%
Total Portfolio7.1%5.6%

 

1 Year

ASSET CATEGORYACTUALBENCHMARK
Global Equities41.0%39.3%
Global Fixed Income7.7%-0.3%
Real Assets11.0%10.1%
Total Portfolio29.2%25.5%

 

1-, 3- and 5-year returns through June 30, 2021

 1 YR3 YRS5 YRS
The Ohio State University LTIP29.2%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