The Ohio State University

Office of Investments

Returns for The Ohio State University LTIP, net of fees, as of March 31, 2017

Latest Quarter:

   
Asset CategoryActualBenchmark 1
Global Equities 6.89%    7.05%
Global Fixed Income 1.44%    0.82%
Real Assets 3.89%   2.12%
Total Portfolio 4.94%

  4.66%

     

Fiscal Year To Date:

   
Asset CategoryActualBenchmark 1
Global Equities 14.74%    14.33%
Global Fixed Income  3.35%     -1.74%
Real Assets   8.36%      5.14%
Total Portfolio 10.52%     8.39%

Total Portfolio Returns for The Ohio State University LTIP FY 2017

 1 Year3 Years5 Years
The Ohio State University LTIP 11.17% 4.64% 7.04%

1 Benchmarks are
   Global Equities: MCSI ACWI
   Global Credit: Barclays US Agg Bond Index
   Real Assets: CPI + 5%
   Total Portfolio: 60% ACWI / 30% Agg / 10% CPI + 5%