Plan Sponsor Universe

Median Returns For Periods Ended September 30, 2014

Last Quarter Year to Date Last Year Last 3 Years Last 5 Years Last 10 Years
CAI Fund Sponsor Database (0.97) 4.39 9.96 12.57 9.96 7.06
CAI Fund Sponsor Lg (>$1B) (0.90) 5.14 10.47 12.43 10.26 7.47
CAI Fund Sponsor Mid ($100MM-$1B) (1.06) 4.33 10.01 12.57 9.82 7.03
CAI Fund Sponsor Sm (<$100MM) (0.95) 4.06 9.61 12.66 9.66 6.79
             
CAI Corporate Plan Database (0.90) 4.92 10.42 12.45 10.11 7.26
CAI Corporate Lg (>$1B) (0.76) 6.07 11.09 12.49 10.49 7.62
CAI Corporate Mid ($100MM-$1B) (1.02) 4.91 10.22 12.35 10.08 7.23
CAI Corporate Sm (<$100MM) (0.81) 4.27 10.27 12.63 9.78 6.93
             
CAI Endowment/Foundation (1.18) 3.94 9.30 12.08 9.41 6.98
CAI Endow/Found Lg (>$1B) (0.21) 6.11 10.79 11.39 9.97 7.81
CAI Endow/Found Mid ($100MM-$1B) (1.29) 3.82 9.08 12.02 9.30 7.02
CAI Endow/Found Sm (<$100MM) (1.28) 3.79 9.04 12.47 9.22 6.81
             
CAI Public Plan Database (1.08) 4.30 9.75 12.64 10.00 7.15
CAI Public Plan Lg (>$1B) (1.19) 4.77 10.13 12.66 10.16 7.42
CAI Public Plan Mid ($100MM-$1B) (1.13) 4.08 9.62 13.00 9.94 7.13
CAI Public Plan Sm (<$100MM) (0.97) 3.74 9.17 12.27 8.75 6.59
             
CAI Taft-Hartley Database (0.54) 4.60 10.39 13.16 10.12 6.65
CAI Taft-Hartley Lg (>$1B) (0.98) 4.17 9.27 12.29 10.12 6.40
CAI Taft-Hartley Mid ($100MM-$1B) (0.57) 4.67 10.43 13.18 10.07 6.67
CAI Taft-Hartley Sm (<$100MM) (0.34) 4.59 10.45 13.32 10.13 6.60
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