According to the Wilshire Trust Universe Comparison Service (Wilshire TUCS), all institutional asset owners in Wilshire TUCS had their best quarter since the third quarter of 2010 with a median return of 7.42%. Plan type median returns ranged from the foundations and endowment’s 7.16% to the Taft-Hartley defined benefits’ 8.14%.
Among corporate plans, the returns by all plans saw median performance of 7.35% for the quarter, 5.46% for the year and 17.16% per year for the three-year period.
Bigger plans did better over this time period with large Master Trusts with assets above $1 billion and those with more than $5 billion delivering median returns of 16.24% and 16.57%, respectively.
Wilshire TUCS includes approximately 900 plans representing nearly $3 trillion in assets.