UVIC Pension Fund

University of Victoria, British Columbia, Canada

UVIC COMBINATION PENSION PLAN

This is an unofficial page maintained by Frank Roberts (Dept. of Computer Science) to track the performance of the Balanced Fund.
For pension enquiries contact Pension Services (250-721-7030).
Last update May 23, 2013. Next update around the end of June. Today's date .

Balanced fund annual returns for the last 10 years

The figures in the last column are based on an account balance of $100,000 at the end of Dec 2002 assuming no additional contributions.

Year Gross return Net return Cumulative return $100,000
2003 (gain): 14.91% (gain): 14.68% (gain): 14.68% $114,680
2004 (gain): 11.81% (gain): 11.63% (gain): 28.02% $128,017
2005 (gain): 12.91% (gain): 12.63% (gain): 44.19% $144,186
2006 (gain): 12.87% (gain): 12.60% (gain): 62.35% $162,353
2007 (gain): 2.94% (gain): 2.69% (gain): 66.72% $166,721
2008 (loss): 15.05% (loss): 15.29% (gain): 41.23% $141,229
2009 (gain): 16.01% (gain): 15.72% (gain): 63.43% $163,430
2010 (gain): 9.56% (gain): 9.30% (gain): 78.63% $178,629
2011 (gain): 0.92% (gain): 0.65% (gain): 79.79% $179,790
2012 (gain): 9.98% (gain): 9.71% (gain): 97.25% $197,248

Year	Gross return	Net return	Cumulative return	$100,000
2003	(gain): 14.91%	(gain): 14.68%	(gain): 14.68%	$114,680
2004	(gain): 11.81%	(gain): 11.63%	(gain): 28.02%	$128,017
2005	(gain): 12.91%	(gain): 12.63%	(gain): 44.19%	$144,186
2006	(gain): 12.87%	(gain): 12.60%	(gain): 62.35%	$162,353
2007	(gain): 2.94%	(gain): 2.69%	(gain): 66.72%	$166,721
2008	(loss): 15.05%	(loss): 15.29%	(gain): 41.23%	$141,229
2009	(gain): 16.01%	(gain): 15.72%	(gain): 63.43%	$163,430
2010	(gain): 9.56%	(gain): 9.30%	(gain): 78.63%	$178,629
2011	(gain): 0.92%	(gain): 0.65%	(gain): 79.79%	$179,790
2012	(gain): 9.98%	(gain): 9.71%	(gain): 97.25%	$197,248

Ten-year annualized gross return 7.28% per year.
Ten-year annualized net return 7.03% per year.

Balanced fund monthly returns for 2013

The figures in the last column are based on an account balance of $100,000 at the end of Dec 2012 assuming no additional contributions.

Month Net return Cumulative return $100,000
Jan 2013 (gain): 2.095170% (gain): 2.095170% $102,095
Feb 2013 (gain): 1.676144% (gain): 3.806432% $103,806
Mar 2013 (gain): 0.439922% (gain): 4.263099% $104,263
Apr 2013 (gain): 0.708926% (gain): 5.002248% $105,002

Month	Net return	Cumulative return	$100,000
Jan 2013	(gain): 2.095170%	(gain): 2.095170%	$102,095
Feb 2013	(gain): 1.676144%	(gain): 3.806432%	$103,806
Mar 2013	(gain): 0.439922%	(gain): 4.263099%	$104,263
Apr 2013	(gain): 0.708926%	(gain): 5.002248%	$105,002

Combination Pension Plan Annual Reports

These reports are available from the Pension and Investments page of the Vice President Finance and Operations website.

Combination Pension Plan Annual Report 2008
Combination Pension Plan Annual Report 2009
Combination Pension Plan Annual Report 2010
Combination Pension Plan Annual Report 2011
Combination Pension Plan Annual Report 2012