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Performance Summary

September 30, 2015 (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. The market value of the pool at September 2015 was $1.77 billion.

($ millions; click to enlarge)

Total Return on Investment Pool

Annualized returns

 

FYTD as of 9/30/2015

Period Ended 6/30/2015 (%)

   

1 year

3 year

5 year

10 year

Endowment Pool

(2.8)

7.7

11.8

11.2

9.2

           

Benchmarks

         

Passive Benchmark

(6.3)

1.9

10.4

10.7

6.9

Spending + Inflation

1.1

5.8

7.2

7.9

8.1

MSCI All Country World

(9.3)

1.2

13.6

12.5

7.0

BofA Merrill Lynch US
Treasury 7–10 Year

2.9

3.5

1.1

4.2

5.2