| FY 2008 Returns | FY 2009 Returns | FY 2010 Returns | FY 2011 Returns | FY 2012 Returns | FY 2013 Returns | FY 2014 Returns |
|---|
| KSU Endowment | -2.21% | -10.00% | 10.48% | 20.27% | 4.96% | 10.31% | 12.68% |
|---|
| Benchmark | -4.75% | -13.21% | 11.95% | 19.17% | 1.13% | 8.72% | 13.15% |
|---|
| NACUBO Ave. Return* | -4.10% | -16.80% | 11.60% | 17.60% | 0.30% | 11.70% | 15.50% |
|---|
| S&P 500 | -13.10% | -26.20% | 14.40% | 30.69% | 5.45% | 20.60% | 24.60% |
|---|
| Russell 3000 | -12.70% | -26.60% | 15.70% | 32.37% | 3.80% | 21.70% | 25.20% |
|---|
| MSCI World ex-US | -6.60% | -31.60% | 7.50% | 30.92% | -14.10% | 17.10% | 23.80% |
|---|
| Barclays Aggregate | 7.10% | 6.10% | 9.50% | 3.90% | 7.50% | -0.70% | 4.40% |
|---|
| CPI-U | 5.00% | 1.40% | 1.00% | 2.00% | 2.90% | 1.70% | 1.60% |
|---|
| NACUBO Ave. Spending* | 4.10% | 3.90% | 3.50% | 3.70% | 3.70% | 4.10% | 4.60% |
|---|
| Equity | Fixed | Cash | Alternatives |
|---|
| KSU Endowment (06-30-10) | 60% | 33% | 7% | 0% |
|---|
| 2010 NACUBO Study* | 53% | 27% | 8% | 12% |
|---|
| KSU Endowment (06-30-11) | 63% | 31% | 6% | 0% |
|---|
| 2011 NACUBO Study* | 55% | 25% | 10% | 10% |
|---|
| KSU Endowment (06-30-12) | 64% | 27% | 5% | 4% |
|---|
| 2012 NACUBO Study* | 53% | 29% | 7% | 11% |
|---|
| KSU Endowment (06-30-13) | 56% | 31% | 5% | 9% |
|---|
| 2013 NACUBO Study* | 57% | 26% | 6% | 11% |
|---|
| KSU Endowment (06-30-14) | 55% | 26% | 4% | 15% |
|---|
| 2014 NACUBO Study* | 57% | 26% | 7% | 10% |
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