Talk:Benchmarking managed payout funds

Weighted May 1, 2015.
 * 36% CRSP US Total Market Index
 * 24.5% Bloomberg Barclays U.S. Aggregate Float Adjusted Index
 * 24% FTSE Global All Cap ex US Index
 * 10.5% Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged)
 * 5% Bloomberg Commodity Index

Weighted June 30, 2014 through April 30, 2015


 * 42% CRSP US Total Market Index
 * 28% Barclays U.S. Aggregate Float Adjusted Index
 * 18% FTSE Global All Cap ex US Index
 * 7% Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged)
 * 5% Bloomberg Commodity Index (Dow Jones-UBS Commodity Index

Weighted April 30, 2009 through January 31, 2014
 * 35% CRSP US Total Market Index (MSCI US Broad Market Index through May 31, 2013)
 * 12% Barclays U.S. Aggregate Float Adjusted Index (Barclays U.S. Aggregate Bond Index through December 31, 2009)
 * 15% FTSE Global All Cap ex US Index (MSCI All Country World ex USA Investable Market Index through May 31, 2013),\
 * 3% Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged)
 * 15% Citigroup Three-Month U.S. Treasury Bill Index
 * 10% Dow Jones-UBS Commodity Index
 * 10% REIT Spliced Index (MSCI US REIT Index adjusted to include a 2% cash position through April 30, 2009)

International stock benchmark returns are adjusted for withholding taxes. --Blbarnitz 19:39, 25 November 2017 (EST)