Long-term Real Return

INVESTMENTS AT A GLANCE

Long-term Real Return (Inflation Adjusted)

(As of 31 December 2018)

1 Year 2 Years 3 Years 5 Years 10 Years 15 Years 20 Years 25 Years 50 Years
UN Nominal Return (%) -4.7 6.3 5.9 4.0 7.3 6.1 5.7 6.9 8.2
US CPI (%) 1.9 2.0 2.0 1.5 1.8 2.1 2.2 2.2 4.0
UN Real Return (Inf. Adj.) (%) -6.5 4.2 3.8 2.4 5.4 4.0 3.5 4.6 4.1
Excess Return (3.5%) -9.7 0.7 0.3 -1.0 1.8 0.4 0.0 1.1 0.6

Note:
Nominal returns are annualized.
Nominal returns and the US-CPI are rounded off to the single decimal point.
Real return are calculated using a geometric difference.
Excess of 3.5% is calculated using a geometric difference.
Quarterly numbers are provided with one quarter lag due to delays in obtaining valuations for Alternative Investments, Real Estate, and other Private Markets Investments.
Year-end numbers are up-to-date and usually available by end of April the following year.
(Data from independent Master Record Keeper)