About IUF
ABOUT IUF

Quarterly Investment Performance Reports

« Financial Reports

Performance Results for Period Ending March 31, 2014
       
Compound Annual
 
 
QTR
FYTD
1YR
3YR
5YR
10YR
MARKET VALUE
(IN MILLIONS)
Pooled Funds
1.1%
12.6%
12.2%
8.2%
14.9%
6.6%
$1,879.0
Target
Weighted Index
1.1%
10.4%
9.9%
7.1%
12.7%
5.9%
 
S&P 500 Index
1.8%
18.4%
21.9%
14.7%
21.2%
7.4%
 
Barclays Aggregate Bond Index
1.8%
2.3%
-0.1%
3.7%
4.8%
4.5%
 

The above returns reflect the compiled performance of the external managers of the Indiana University Foundation Pooled Funds net of manager fees. The actual performance of individual account positions will vary due to Foundation fees and the impact of certain assets of the Pooled Funds held by the Foundation. Past performance is not a guarantee of future performance.

The Total Target Weighted Index is comprised of 5.0% S&P 500 Index, 5.0% Russell Mid Cap Index, 6.0% Russell 2000 Index, 5.0% MSCI EAFE Index, 5.0% MSCI EAFE Small Cap Index, 8.0% MSCI Emerging Markets Index, 22.0% HFRI Fund of Funds Index, 14.0% CA U.S. Private Equity Index/CA U.S. Venture Capital Index, 2.0% FTSE EPRA/NAREIT Global Real Estate Index, 3.0% NCREIF Property Index, 8.0% CPI-U +6%, 3.0% NCREIF Timberland Index, 5.0% BC Aggregate Bond Index, 9.0% BC Aggregate Bond Index 75%/BofA ML High Yield Master II Index 25%