WRS Performance
The impact of investment returns on Wisconsin Retirement System participants is
determined by the Department of Employee Trust
Funds and is based on the rate of return as of December 31. SWIB posts
calendar year-to-date returns monthly once performance numbers are final. This
usually takes about four weeks for returns because privately traded investmentssuch as business
loans, real estate and private equityare not available until four weeks after
the close of the
month.
Comparing performance to a benchmark is one common measurement. SWIB seeks to
exceed benchmarks for the Core and Variable Funds set by
Trustees with the help
of an outside consultant.
As of December 31, 2011, preliminary returns are: Core Trust Fund
1.4%
and Variable Trust Fund -3.0% (negative). Preliminary returns are estimated returns, subject to final portfolio and
benchmark valuations.
WRS Performance
Calendar Year-To-Date Returns
As of October 31, 2011 |
|
Core Fund 2.8% |
Benchmark 2.3% |
|
|
|
Variable Fund -1.8% |
Benchmark -2.1% |
|
|
12-Month Returns As of September 30, 2011
Updated Quarterly |
|
Fund |
1-Year Return |
5-Year Return |
10-Year Return |
|
Core Fund
|
2.0%
|
2.5%
|
6.3%
|
|
Benchmark
|
1.3%
|
2.4%
|
5.9%
|
|
|
|
Variable Fund
|
-2.6%
|
-1.2%
|
4.1%
|
|
Benchmark
|
-2.9%
|
-1.1%
|
4.0%
|
|
Russell 3000
|
0.5%
|
-0.9%
|
3.5%
|
Related links
Comparison of Core and Variable Funds year-to-date investment returns for one-year, five-year, and ten- year time periods.
Historical look at the
impact of investment returns on WRS participants.