Plan Sponsor Universe

Median Returns For Periods Ended December 31, 2013

Last Quarter Year to Date Last Year Last 3 Years Last 5 Years Last 10 Years
CAI Fund Sponsor Database 5.30 15.22 15.22 9.49 12.14 6.95
CAI Fund Sponsor Lg (>$1B) 4.86 14.30 14.30 9.75 12.18 7.30
CAI Fund Sponsor Mid ($100MM-$1B) 5.21 14.92 14.92 9.48 12.15 6.88
CAI Fund Sponsor Sm (<$100MM) 5.53 16.22 16.22 9.27 12.08 6.71
             
CAI Corporate Plan Database 4.96 13.48 13.48 9.51 12.40 7.06
CAI Corporate Lg (>$1B) 4.76 12.40 12.40 10.05 12.60 7.43
CAI Corporate Mid ($100MM-$1B) 4.71 12.18 12.18 9.30 12.21 6.95
CAI Corporate Sm (<$100MM) 5.41 15.20 15.20 9.25 12.47 6.90
             
CAI Endowment/Foundation 5.40 15.18 15.18 8.91 12.01 6.96
CAI Endow/Found Lg (>$1B) 4.60 13.88 13.88 9.48 10.95 7.71
CAI Endow/Found Mid ($100MM-$1B) 5.44 15.95 15.95 8.97 12.27 6.99
CAI Endow/Found Sm (<$100MM) 5.57 15.75 15.75 8.77 12.12 6.68
             
CAI Public Plan Database 5.32 16.06 16.06 9.58 12.45 7.05
CAI Public Plan Lg (>$1B) 5.26 15.75 15.75 9.69 12.55 7.23
CAI Public Plan Mid ($100MM-$1B) 5.20 15.71 15.71 9.65 12.53 6.99
CAI Public Plan Sm (<$100MM) 5.56 16.88 16.88 9.10 11.22 6.68
             
CAI Taft-Hartley Database 5.50 17.39 17.39 9.99 11.65 6.57
CAI Taft-Hartley Lg (>$1B) 5.34 14.77 14.77 9.98 11.92 6.40
CAI Taft-Hartley Mid ($100MM-$1B) 5.54 17.47 17.47 10.01 11.63 6.55
CAI Taft-Hartley Sm (<$100MM) 5.55 17.46 17.46 9.99 11.59 6.59
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