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Performance Summary

March 31, 2014 (PDF)

Market Value of Investment Pool

Smith’s investment pool made a strong recovery since the 2008-09 downturn. The market value reached a low of $1.08 billion in March 2009 and has recovered to its highest pre-downturn level despite recent market volatility. The market value of the pool at March 2013 was $1.59 billion.

($ millions; click to enlarge)

Total Return on Investment Pool

Annualized returns

 

FYTD as of 3/31/2014

Period Ending 12/31/2013 (%)

   

1 year

3 year

5 year

10 year

Endowment Pool

10.1

16.3

10.3

12.3

9.9

           

Benchmarks

         

Custom Benchmark

15.9

20.2

10.9

14.9

8.3

Passive Benchmark

13.1

15.5

9.0

12.7

7.5

Spending + Inflation

5.6

7.5

8.2

8.5

8.5

MSCI All Country World

17.4

24.4

10.3

15.5

7.7

BofA Merrill Lynch US
Treasury 7–10 Year

0.6

(5.8)

4.1

3.0

5.2