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Facts and Figures

Performance Summary

March 31, 2017 (PDF)

Market Value of Investment Pool

($ millions; click to enlarge)

Total Return on Investment Pool

Annualized returns

 

FYTD as of 3/31/2017

Period Ended 12/31/2016 (%)

   

1 year

3 year

5 year

10 year

Endowment Pool

9.3

1.3

3.9

7.9

6.6

           

Benchmarks

         

Spending + Inflation

6.0

8.5

7.2

7.4

8.0

Peer Group Mean

 

(1.9)

6.0

6.1

5.7

Passive Benchmark

9.2

6.8

3.9

8.0

4.8

MSCI All Country World

14.3

8.5

3.7

10.0

4.1

BofA Merrill Lynch US
Treasury 7–10 Year

(5.1)

1.0

3.7

1.8

5.3