6
Data collected from the National Association of College & University Business Officers (NACUBO) website.
*NACUBO study referenced is for Endowments of $25 Million or Less
| FY 2008 Returns | FY 2009 Returns | FY 2010 Returns | FY 2011 Returns | FY 2012 Returns | FY 2013 Returns | |
|---|---|---|---|---|---|---|
| KSU Endowment | -2.21% | -10.00% | 10.48% | 20.27% | 4.96% | 10.31% |
| Benchmark | -4.75% | -13.21% | 11.95% | 19.17% | 1.13% | 8.72% |
| NACUBO Ave. Return* | -4.10% | -16.80% | 11.60% | 17.60% | 0.30% | 11.70% |
| S&P 500 | -13.10% | -26.20% | 14.40% | 30.69% | 5.45% | 20.60% |
| Russell 3000 | -12.70% | -26.60% | 15.70% | 32.37% | 3.80% | 21.70% |
| MSCI World ex-US | -6.60% | -31.60% | 7.50% | 30.92% | -14.10% | 17.10% |
| Barclays Aggregate | 7.10% | 6.10% | 9.50% | 3.90% | 7.50% | -0.70% |
| CPI-U | 5.00% | 1.40% | 1.00% | 2.00% | 2.90% | 1.70% |
| NACUBO Ave. Spending* | 4.10% | 3.90% | 3.50% | 3.70% | 3.70% | 4.10% |
| Equity | Fixed | Cash | Alternatives | |||
| KSU Endowment (06-30-09) | 57% | 37% | 6% | 0% | ||
| 2009 NACUBO Study* | 51% | 27% | 9% | 13% | ||
| 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% | ||
| Equity includes 3% REITS | ||||||
| KSU Endowment (06-30-13) | 56% | 31% | 5% | 9% | ||
| 2013 NACUBO Study* | 57% | 26% | 6% | 11% | ||
| Equity includes 5% REITS |