Plan Sponsor Universe

Median Returns For Periods Ended June 30, 2014

Last Quarter Year to Date Last Year Last 3 Years Last 5 Years Last 10 Years
CAI Fund Sponsor Database 3.45 5.29 16.02 9.67 12.37 7.17
CAI Fund Sponsor Lg (>$1B) 3.56 5.89 16.21 9.85 12.72 7.58
CAI Fund Sponsor Mid ($100MM-$1B) 3.38 5.22 15.86 9.64 12.34 7.10
CAI Fund Sponsor Sm (<$100MM) 3.46 5.11 15.99 9.50 12.10 6.88
             
CAI Corporate Plan Database 3.51 5.76 16.18 10.07 12.89 7.37
CAI Corporate Lg (>$1B) 3.67 6.59 16.68 10.43 13.06 7.71
CAI Corporate Mid ($100MM-$1B) 3.47 5.53 15.85 9.92 12.86 7.27
CAI Corporate Sm (<$100MM) 3.50 5.35 16.31 9.57 12.64 6.95
             
CAI Endowment/Foundation 3.45 5.11 15.63 8.78 11.81 7.10
CAI Endow/Found Lg (>$1B) 3.51 6.11 15.72 9.30 12.21 7.92
CAI Endow/Found Mid ($100MM-$1B) 3.34 5.00 15.63 8.79 11.79 7.05
CAI Endow/Found Sm (<$100MM) 3.51 5.03 15.54 8.57 11.71 6.91
             
CAI Public Plan Database 3.52 5.30 16.11 9.70 12.54 7.29
CAI Public Plan Lg (>$1B) 3.56 5.67 16.34 9.79 12.86 7.54
CAI Public Plan Mid ($100MM-$1B) 3.41 5.19 15.83 9.64 12.50 7.19
CAI Public Plan Sm (<$100MM) 3.46 4.99 16.01 9.46 10.66 6.84
             
CAI Taft-Hartley Database 3.26 5.05 16.10 10.03 12.19 6.74
CAI Taft-Hartley Lg (>$1B) 3.07 4.80 15.75 9.16 11.98 6.52
CAI Taft-Hartley Mid ($100MM-$1B) 3.25 5.05 16.09 10.14 12.13 6.75
CAI Taft-Hartley Sm (<$100MM) 3.36 5.10 16.28 10.04 12.24 6.77
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