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|
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)