BNY Mellon trust universe plans return median 13.2% in 2020

BNY Mellon trust universe plans return median 13.2% in 2020


BNY Mellon trust universe plans return median 13.2% in 2020
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BNY Mellon U.S. Master Trust Universe plans returned a median 9.4% for the three months and 13.2% for the year ended Dec. 31, respectively.
Endowments in the universe performed the best during the fourth quarter, returning a median 10.4%, followed by public defined benefit plans at 10%; foundations, 9.7%; Taft-Hartley plans, 9.2%; corporate DB plans, 8%; and health-care plans, 7.5%.
For the year ended Dec. 31, corporate pension plans posted the highest median return at 14%. Following that were endowments at 12.5%; public pension plans, 12%; Taft-Hartley plans, 11.5%; foundations, 11.1%; and health-care plans, 9.9%
For asset classes, non-U.S. equities saw a median return of 17%; U.S. equities, 15.1%; non-U.S. fixed income, 8.3%; real estate, 1.9%; and U.S. fixed income, 1.6%.

Related Keywords

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