Benchmark Performance (IRR)
| Portfolio | QTD | YTD | 1 YR | 3 YR | 5 YR | Since 8/22/2019 |
|---|---|---|---|---|---|---|
| Kentucky State University | ||||||
| MSCI ACWI IMI (TR Net) | -0.05 % | -20.48 % | -17.35 % | - | - | 7.08 % |
| S&P 500 (TR) | 0.93 % | -19.22 % | -11.62 % | - | - | 11.49 % |
| S&P 600 Small Cap | -0.06 % | -18.99 % | -16.28 % | - | - | 8.51 % |
| Dow Jones US Real Estate | 0.44 % | -19.67 % | -10.93 % | - | - | 3.11 % |
| MSCI EAFE (TR grs) | -0.98 % | -20.04 % | -19.29 % | - | - | 2.77 % |
| MSCI Emerging Markets (TR grs) | -3.00 % | -19.95 % | -24.77 % | - | - | 2.11 % |
| Bloomberg US Agg Bond | 0.37 % | -10.01 % | -10.33 % | - | - | -1.64 % |
| Bloomberg US Corporate Investment Grade | 0.75 % | -13.75 % | -13.94 % | - | - | -1.85 % |
| Bloomberg US Corporate High Yield Bond | 1.73 % | -12.70 % | -11.71 % | - | - | 0.67 % |
Managed Allocation Overview* - Kentucky State University
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