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|
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)