Long-term Real Return

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

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)