Resources
Mission and Vision
Strategic Plan [PDF]
Annual Report
Corporate Officers
Foundation Experts
IU Staff Directory
800-558-8311
IU Foundation
Post Office Box 500
Bloomington, IN 47402
Quarterly Performance Reports
| 1 QTR | YTD | 1YR | 3YR | 5YR | 10YR | MARKET VALUE (IN MILLIONS) | |
|---|---|---|---|---|---|---|---|
| Pooled Funds | 12.2% | 20.0% | -3.5% | -1.9% | 3.9% | 4.7% | $1,221.6 |
| Total Target Weighted Index1 | 10.3% | 17.4% | -2.1% | -1.5% | 4.0% | 4.3% | |
| S&P 500 Index | 15.6% | 19.3% | -6.9% | -5.4% | 1.0% | -0.2% | |
| Barclays Aggregate Bond Index | 3.7% | 5.7% | 10.6% | 6.4% | 5.1% | 6.3% |
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.
1The Total Target Weighted Index is comprised of 10.0% S&P 500 Index, 9.0% Russell Midcap Index, 8.0% Russell 2000 Index, 10.0% MSCI EAFE Index, 5.0% MSCI Small Cap EAFE, 5.0% MSCI Emerging Markets Free Index, 10.0% Barclays Capital Aggregate Bond Index, 4.0% NCREIF Property Index, 1.0% Wilshire REIT Index, 20.0% HFRI Fund of Funds Index, 14.0% Venture Economics, 1.0% CPI + 6% Index, and 3.0% NCREIF Timberland Index. Please see Appendix for benchmark history.
