Institutional Plans Post -0.41% Median Gross Return in Third Quarter, Wilshire Says

• Wilshire’s November 6, 2026, report showed institutional plans’ median gross return fell to -0.41% in the third quarter.
• The 12-month median gross return through September 30 was 8.38%, below the global 60/40 portfolio’s 9.15% gain.
• U.S. bonds returned -3.51% for the quarter as rising nominal yields weighed on corporate plans with relatively large fixed-income allocations.
• Large foundations and endowments returned 0.68% quarterly, outperforming the global 60/40 portfolio’s -0.46% return; their median alternatives allocation exceeded 50%.
• Large plans overall gained 0.14% for the quarter, outperforming small plans’ -0.6% return.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Wilshire Advisors LLC published the original content used to generate this news brief on November 06, 2026, and is solely responsible for the information contained therein.