As of August 31, 2014
| Fiscal | YTD | Annualized | ||||
| YTD | 2014 | 1 Yr | 3 Yrs | 5 Yrs | 10 yrs | |
| Equity | 1.77 | 7.21 | 21.86 | 18.08 | 15.25 | 8.79 |
| MSCI World Index | 0.57 | 6.79 | 21.10 | 15.48 | 12.35 | 7.62 |
| Fixed | 0.28 | 3.78 | 5.47 | 3.44 | 4.92 | 3.97 |
| Barclays Aggregate | 0.85 | 4.81 | 5.66 | 2.97 | 4.48 | 4.72 |
| Barclays Int. Gov/Credit | 0.48 | 2.74 | 3.55 | 2.15 | 3.70 | 4.12 |
| Real Estate | 2.83 | 18.76 | 21.52 | 12.42 | na | na |
| S&P 500 US REIT | 2.86 | 20.30 | 22.65 | 13.26 | 17.53 | 7.57 |
| Alternatives | 0.92 | 3.82 | 8.80 | na | na | na |
| CPI | -0.21 | 2.06 | 1.70 | 1.64 | 1.96 | 2.30 |
| HFRX Absolute Return | 0.16 | 1.99 | 3.96 | 1.88 | 0.51 | 0.09 |
| ML 91 Day | 0.00 | 0.03 | 0.05 | 0.07 | 0.10 | 1.61 |
| Total Account Net | 1.16 | 5.41 | 13.78 | 11.01 | 10.13 | 6.50 |
| Total Account Gross | 1.23 | 5.72 | 14.30 | 11.52 | 10.65 | 6.98 |
| Blended Benchmark* | 0.71 | 6.16 | 12.86 | 9.18 | 8.70 | 6.46 |
*45% MSCI World Index, 35% Barlcays Aggregate, 10% CPI, 5% S&P 500 US REIT, 5% BoAML 91
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