University of Minnesota
Office of Human Resources
http://www.umn.edu/ohr
612-625-2016

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.

Jump to:

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)

Faculty Retirement Plan

2013

1st Quarter, 2013 (pdf)

2nd Quarter, 2013 (pdf)

3rd Quarter, 2013 (pdf)

4th Quarter, 2013 (pdf)

3/31/12 - 3/31/13 (pdf)

6/30/12 - 6/30/13 (pdf)

9/30/12 - 9/30/13 (pdf)

12/31/12 - 12/31/13 (pdf)

2012

1st Quarter, 2012 (pdf)

2nd Quarter, 2012 (pdf)

3rd Quarter, 2012 (pdf)

4th Quarter, 2012 (pdf)

3/31/11 - 3/31/12 (pdf)

6/30/11 - 6/30/12 (pdf)

9/30/11 - 9/30/12 (pdf)

12/31/11 - 12/31/12 (pdf)

2011

1st Quarter, 2011 (pdf)

2nd Quarter, 2011 (pdf)

3rd Quarter, 2011 (pdf)

4th Quarter, 2011 (pdf)

3/31/10 - 3/31/11 (pdf)

6/30/10 - 6/30/11 (pdf)

9/30/10 - 9/30/11(pdf)

12/31/10 - 12/31/11 (pdf)

2010

1st Quarter, 2010 (pdf)

2nd Quarter, 2010 (pdf)

3rd Quarter, 2010 (pdf)

4th Quarter, 2010 (pdf)

3/31/09 - 3/31/10 (pdf)

6/30/09 - 6/30/10 (pdf)

9/30/09 - 9/30/10 (pdf)

12/31/09 - 12/31/10 (pdf)

2009

1st Quarter, 2009 (pdf)

2nd Quarter, 2009 (pdf)

3rd Quarter, 2009 (pdf)

4th Quarter, 2009 (pdf)

3/31/08 - 3/31/09 (pdf)

6/30/08 - 6/30/09 (pdf)

9/30/08 - 9/30/09 (pdf)

12/31/08 - 12/31/09 (pdf)

2008

1st Quarter, 2008 (pdf)

2nd Quarter, 2008 (pdf)

3rd Quarter, 2008 (pdf)

4th Quarter, 2008 (pdf)

3/31/07 - 3/31/08 (pdf)

6/30/07 - 6/30/08 (pdf)

9/30/07 - 9/30/08 (pdf)

12/31/07 - 12/31/08 (pdf)