Performance Results for Period Ending June 30, 2008
| 1 QTR | YTD | 1 YR | 3 YR | 5 YR | 10 YR | Market Value (Millions) | ||
| Pooled Funds | -0.4% | -6.7% | -6.4% | 8.7% | 11.3% | 7.2% | $1,450.9 | |
| Total Target Weighted Index1 | -0.4% | -5.9% | -5.0% | 8.0% | 10.6% | 6.4% |
| |
| S&P 500 Index | -2.7% | -11.9% | -13.1% | 4.4% | 7.6% | 2.9% |
| |
| LB Aggregate Index | -1.0% | 1.1% | 7.1% | 4.1% | 3.9% | 5.7% | ||
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.
1 Total Target Weighted Index is currently comprised of: 22.0% S&P 500 Index, 13.0% Russell Midcap Index, 13.0% Russell 2000 Index, 10.0% MSCI EAFE Index, 4.0% MSCI Small Cap EAFE Index, 4.0% MSCI Emerging Markets Free Index, 14.0% LB Aggregate Bond Index, 1.0% NCREIF Property Index, 1.0% Wilshire Real Estate Index, 4.0% Venture Economics, 12.0% US T-Bill + 5%, and 2.0% NCREIF Timberland Index. Please see Appendix for benchmark history.
