Plan Sponsor Universe

Median Returns For Periods Ended March 31, 2014

Last Quarter Year to Date Last Year Last 3 Years Last 5 Years Last 10 Years
CAI Fund Sponsor Database 1.60 1.60 11.56 8.75 13.83 6.76
CAI Fund Sponsor Lg (>$1B) 1.71 1.71 11.58 9.05 14.14 7.16
CAI Fund Sponsor Mid ($100MM-$1B) 1.60 1.60 11.27 8.78 13.78 6.74
CAI Fund Sponsor Sm (<$100MM) 1.54 1.54 11.85 8.44 13.68 6.52
             
CAI Corporate Plan Database 1.72 1.72 10.54 9.06 14.33 6.91
CAI Corporate Lg (>$1B) 1.80 1.80 10.71 9.45 14.67 7.29
CAI Corporate Mid ($100MM-$1B) 1.73 1.73 10.06 8.98 13.99 6.81
CAI Corporate Sm (<$100MM) 1.64 1.64 10.98 8.55 14.33 6.61
             
CAI Endowment/Foundation 1.42 1.42 11.35 7.93 13.53 6.76
CAI Endow/Found Lg (>$1B) 2.16 2.16 11.99 8.73 13.71 7.55
CAI Endow/Found Mid ($100MM-$1B) 1.28 1.28 11.17 8.00 13.71 6.81
CAI Endow/Found Sm (<$100MM) 1.41 1.41 11.31 7.68 13.67 6.56
             
CAI Public Plan Database 1.57 1.57 12.14 8.78 14.24 6.88
CAI Public Plan Lg (>$1B) 1.61 1.61 12.08 8.88 14.58 7.10
CAI Public Plan Mid ($100MM-$1B) 1.57 1.57 11.67 8.74 14.03 6.76
CAI Public Plan Sm (<$100MM) 1.50 1.50 12.66 8.63 11.97 6.49
             
CAI Taft-Hartley Database 1.64 1.64 13.21 9.25 13.46 6.40
CAI Taft-Hartley Lg (>$1B) 1.62 1.62 11.78 9.45 13.54 6.42
CAI Taft-Hartley Mid ($100MM-$1B) 1.60 1.60 13.54 9.44 13.32 6.44
CAI Taft-Hartley Sm (<$100MM) 1.70 1.70 13.01 9.18 13.51 6.39
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