INVESTMENTS AT A GLANCE
Long-term Real Return (Inflation Adjusted)
(As of 31 March 2019)
|1 Year||2 Years||3 Years||5 Years||10 Years||15 Years||20 Years||25 Years||50 Years|
|UN Nominal Return (%)||2.4||7.7||8.2||5.3||8.9||6.5||6.0||7.3||8.4|
|US CPI (%)||1.9||2.1||2.2||1.5||1.8||2.1||2.2||2.2||4.0|
|UN Real Return (Inf. Adj.) (%)||0.5||5.5||5.9||3.8||6.9||4.3||3.7||5.0||4.2|
|Excess Return (3.5%)||-2.9||1.9||2.3||0.3||3.3||0.8||0.2||1.4||0.7|
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)