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Facts and Figures

Performance Summary

December 31, 2016 (PDF)

Market Value of Investment Pool

($ millions; click to enlarge)

Total Return on Investment Pool

Annualized returns

 

FYTD as of 12/31/2016

Period Ended 12/31/2016 (%)

   

1 year

3 year

5 year

10 year

Endowment Pool

4.4

1.3

3.9

7.9

6.6

           

Benchmarks

         

Passive Benchmark

3.5

6.8

3.9

8.0

4.8

Spending + Inflation

3.4

8.5

7.2

7.4

8.0

MSCI All Country World

6.8

8.5

3.7

10.0

4.1

BofA Merrill Lynch US
Treasury 7–10 Year

(6.0)

1.0

3.7

1.8

5.3