{"id":1207,"date":"2026-07-07T18:39:35","date_gmt":"2026-07-07T22:39:35","guid":{"rendered":"https:\/\/carleton.ca\/pfm\/?page_id=1207"},"modified":"2026-07-08T10:04:46","modified_gmt":"2026-07-08T14:04:46","slug":"track-record","status":"publish","type":"page","link":"https:\/\/carleton.ca\/pfm\/track-record\/","title":{"rendered":"Track Record"},"content":{"rendered":"\n
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\n Track Record\n <\/h1>\n \n \n \n\n

The unofficial gross of fee return track records of the Retirement and Endowment Funds:<\/p>\n\n\n <\/header>\n\n <\/div>\n\n <\/div>\n\n <\/div>\n<\/section>\n\n\n\n

As of December 31, 2025<\/th>1-Yr<\/strong><\/th>2-Yr<\/strong><\/th>4-Yr<\/strong><\/th>10-Yr<\/strong><\/th><\/tr><\/thead>
Retirement Fund<\/strong><\/td>14.6%<\/td>15.5%<\/td>9.0%<\/td>9.3%<\/td><\/tr>
Benchmark Portfolio<\/strong><\/td>14.2%<\/td>14.6%<\/td>8.1%<\/td>8.8%<\/td><\/tr>
BNY Mellon Universe<\/strong>
Median Gross*<\/strong><\/td>		7.9%<\/td>9.7%<\/td>5.5%<\/td>6.7%<\/td><\/tr>
BNY Mellon Quartile <\/strong>
Ranking<\/strong><\/td>		1st<\/td>1st<\/td>1st<\/td>1st<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

*BNY Mellon Canadian Master Trust Universe<\/a> investment survey results are based on $345 billion worth of investment assets in Canadian pension plans and comprises 67 Canadian corporate, public, university, and several jointly sponsored pension plans such as the University Pension Plan. The Retirement Fund ranked top quartile over all time periods relative to the BNY Mellon Canadian Master Trust Universe.<\/p>\n\n\n\n

As of December 31, 2025<\/th>1-Yr<\/th>2-Yr<\/th>4-Yr<\/th>10-Yr<\/th><\/tr><\/thead>
Total Endowment Fund<\/strong><\/td>18.7%<\/td>16.9%<\/td>8.8%<\/td>9.6%<\/td><\/tr>
Benchmark Portfolio<\/strong><\/td>15.8%<\/td>17.1%<\/td>9.7%<\/td>9.4%<\/td><\/tr>
CAUBO Universe Median Gross*<\/strong><\/td>10.9%<\/td>12.2%<\/td>7.3%<\/td>7.9%<\/td><\/tr>
CAUBO Quartile Rankin<\/strong>g<\/td>1st<\/td>1st<\/td>1st<\/td>1st<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

*Canadian Association of University Business Officers (CAUBO)<\/a> investment survey results are based on 71 Canadian university endowments. The Endowment Fund ranked top quartile over all time periods relative to Canadian endowment peers.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

As of December 31, 2025 1-Yr 2-Yr 4-Yr 10-Yr Retirement Fund 14.6% 15.5% 9.0% 9.3% Benchmark Portfolio 14.2% 14.6% 8.1% 8.8% BNY Mellon Universe Median Gross* 7.9% 9.7% 5.5% 6.7% BNY Mellon Quartile Ranking 1st 1st 1st 1st *BNY Mellon Canadian Master Trust Universe investment survey results are based on $345 billion worth of investment […]<\/p>\n","protected":false},"author":31,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-1207","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/1207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/comments?post=1207"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/1207\/revisions"}],"predecessor-version":[{"id":1239,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/1207\/revisions\/1239"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/media?parent=1207"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/cu_page_type?post=1207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}