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Investment Performance Results
Investment performances for the retirement plans are compiled on a quarterly basis, generally within three weeks after the end of the calendar quarter.
Optional Retirement Plan and 457 Deferred Compensation Plan
The performance results for the Optional Retirement Plan and the 457 Deferred Compensation Plan are combined; however, please note that Scudder, Minnesota Life General Account, and TIAA Traditional Annuity RA funds are not available under the 457 Plan.
All Funds Sorted Alphabetically by Fund Name and Company
This is an Excel file for Windows which you can download and sort.
Fund Results (Excel)
Cross-section of Funds by Fund Category
2008
1st Quarter, 2008 (pdf)
2nd Quarter, 2008 (pdf)
2007
1st Quarter, 2007 (pdf)
2nd Quarter, 2007 (pdf)
3rd Quarter, 2007 (pdf)
4th Quarter, 2007 (pdf)
2006
2005
2004
Faculty Retirement Plan
2008
|
1st Quarter, 2008 (pdf) 2nd Quarter, 2008 (pdf) |
3/31/07 - 3/31/08 (pdf) 6/30/07 - 6/30/08 (pdf) |
2007
|
1st Quarter, 2007 (pdf) 2nd Quarter, 2007 (pdf) 3rd Quarter, 2007 (pdf) 4rd Quarter, 2007 (pdf) |
3/31/06 - 3/31/07 (pdf) 6/30/06 - 6/30/07 (pdf) 9/30/06 - 9/30/07 (pdf) 12/31/06 - 12/31/07 (pdf) |
2006
|
1st Quarter, 2006 (pdf) 2nd Quarter, 2006 (pdf) 3rd Quarter, 2006 (pdf) 4rd Quarter, 2006 (pdf) |
3/31/05 - 3/31/06 (pdf) 6/30/05 - 6/30/06 (pdf) 9/30/05 - 9/30/06 (pdf) 12/31/05 - 12/31/06 (pdf) |
2005
|
1st Quarter, 2005 (pdf) 2nd Quarter, 2005 (pdf) 3rd Quarter, 2005 (pdf) 4th Quarter, 2005 (pdf) |
3/31/04 - 3/31/05 (pdf) 6/30/04 - 6/30/05 (pdf) 9/30/04 - 9/30/05 (pdf) 12/31/04 - 12/31/05 (pdf) |
2004
|
1st Quarter, 2004 (pdf) 2nd Quarter, 2004 (pdf) 3rd Quarter, 2004 (pdf) 4th Quarter, 2004 (pdf) |
3/31/03 - 3/31/04 (pdf) 6/30/03 - 6/30/04 (pdf) 9/30/03 - 9/30/04 (pdf) 12/31/03 - 12/31/04 (pdf) |
Employee Benefits
- 100 Donhowe Building
- 319 15th Avenue S.E.
- Minneapolis, MN 55455
- 612-624-9090
- 800-756-2363
- 612-626-0808 (fax)
- benefits@umn.edu