Portfolio Returns

Returns, net of fees, as of June 30, 2018

 

Latest Quarter

ASSET CATEGORYACTUALBENCHMARK
Global Equities+1.4%+0.7%
Global Fixed Income-0.7%-0.2%
Real Assets+1.6%+2.0%
Total Portfolio+0.8%+0.6%


Fiscal Year (12 months through June 30, 2018)

ASSET CATEGORYACTUALBENCHMARK
Global Equities+11.6%+11.3%
Global Fixed Income+0.7%-0.4%
Real Assets+7.3%+7.5%
Total Portfolio+7.7%+7.4%

 

1-, 3- and 5-year returns through June 30, 2018

 1 YR3 YRS5 YRS
The Ohio State University LTIP+7.7%+6.0%+7.2%

 

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%