Pension Fund Indices, Balanced Portfolio Benchmarks, Equity, Fixed Income, Real Estate, Alternatives, Sector, Country, Region, Style.
Balanced Composite Index, 2021 (30.06) YTD Returns
2020 YTD Returns (31.12.2020)
"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."
36% of MSCI World Index is
comprised of tech stocks
44% of MSCI World Index is comprised of Japanese stocks