Long-term Real Return

INVESTMENTS AT A GLANCE

Long-term Real Return (Inflation Adjusted)

(As of 30 June 2019)

1 Year 2 Years 3 Years 5 Years 10 Years 15 Years 20 Years 25 Years 50 Years
UN Nominal Return (%) 5.9 7.5 9.0 5.2 8.0 6.8 6.0 7.4 8.4
US CPI (%) 1.6 2.3 2.0 1.5 1.7 2.0 2.2 2.2 4.0
UN Real Return (Inf. Adj.) (%) 4.2 5.2 6.8 3.7 6.1 4.6 3.8 5.1 4.3
Excess Return (3.5%) 0.6 1.6 3.2 0.2 2.5 1.1 0.3 1.5 0.8

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)