Returns History
Monthly Returns 2001/2002
The following table shows the Plan's monthly investment returns for the 2001/2002 financial year against the benchmarks which applied at that time.
| Monthly returns % | Cumulative returns % | Mercer survey | Mercer survey | Assets $billions | |||
|---|---|---|---|---|---|---|---|
| Asset Weighted Mean | Median | ||||||
| Month % | Cumulative % | Month % | Cumulative % | ||||
| 2001 | |||||||
| July | (2.00) |
(2.00) |
(1.80) |
(1.80) |
(1.70) |
(1.70) |
3.973 |
| August | (2.00) |
(4.00) |
(1.40) |
(3.10) |
(1.40) |
(3.10) |
3.893 |
| September | (4.10) |
(7.90) |
(3.90) |
(6.90) |
(3.10) |
(5.90) |
3.710 |
| October | 3.10 |
(5.10) |
3.20 |
(3.50) |
3.10 |
(3.30) |
3.818 |
| November | 2.50 |
(2.70) |
1.90 |
(1.70) |
1.60 |
(1.60) |
3.912 |
| December | 1.50 |
(1.30) |
1.60 |
(0.20) |
1.40 |
(0.20) |
3.973 |
| 2002 | |||||||
| January | (0.10) |
(1.40) |
(0.30) |
(0.50) |
(0.10) |
(0.30) |
3.968 |
| February | (0.60) |
(2.00) |
(0.60) |
(1.10) |
(0.80) |
(1.00) |
3.943 |
| March | 0.90 |
(1.20) |
0.60 |
(0.40) |
0.60 |
(0.30) |
3.969 |
| April | (1.40) |
(2.50) |
(1.30) |
(1.70) |
(1.20) |
(1.60) |
3.888 |
| May | (0.20) |
(2.70) |
(0.40) |
(2.30) |
(0.50) |
(1.80) |
3.851 |
| June | (2.70) |
(5.30) |
(2.70) |
(4.80) |
(2.50) |
(4.30) |
3.747 |
