Skip Navigation

Text Only/ Printer-Friendly

Carleton College

  • Home
  • Academics
  • Campus Life
  • Prospective Students
  • Alumni
  • Faculty & Staff
  • Students
  • Families

Portfolio Performance Versus Benchmark

Performance

*Each asset class in the Policy Portfolio is assigned an appropriate benchmark.  The Policy Benchmark is the sum total of all the Policy Portfolio target weights for each asset class multiplied by the returns of their respective benchmarks.  Benchmark returns start in July, 2000.

Note: Returns greater than 1 year are annualized.