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Performance Summary

June 30, 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 June 2014 was $1.77 billion.

($ millions; click to enlarge)

Total Return on Investment Pool

Annualized returns

 

FYTD as of 6/30/2014

Period Ending 6/30/2014 (%)

   

1 year

3 year

5 year

10 year

Endowment Pool

13.5

13.5

9.8

12.9

10.0

           

Benchmarks

         

Custom Benchmark

21.1

21.1

11.3

14.6

8.6

Passive Benchmark

18.2

18.2

9.6

12.8

7.8

Spending + Inflation

7.9

7.9

7.9

8.2

8.4

MSCI All Country World

23.6

23.6

10.9

14.9

8.0

BofA Merrill Lynch US
Treasury 7–10 Year

3.0

(3.0)

4.6

5.4

5.7