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Performance Summary

December 31, 2013 (PDF)

Market Value of Investment Pool

($ millions)

Total Return on Investment Pool

Annualized returns

 

Period Ending 12/31/2013 (%)

 

1 year

3 year

5 year

10 year

Smith

16.3

10.3

12.3

9.9

         

Benchmarks

       

Custom Benchmark

20.2

10.9

14.9

8.3

Passive Benchmark

15.5

9.0

12.7

7.5

Spending + Inflation

7.5

8.2

8.5

8.5

MSCI All Country World

24.4

10.3

15.5

7.7

BofA Merrill Lynch US
Treasury 7–10 Year

(5.8)

4.1

3.0

5.2