WRS Performance
Preliminary year-to-date as of 7/31/14
Preliminary returns are estimated, subject to final portfolio and benchmark valuations.
Core  5.4%
Variable  4.6%

WRS Performance

The effect of investment returns on the benefits of Wisconsin Retirement System (WRS) 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 investments such as business loans, real estate and private equity are 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.

WRS Performance
Final Calendar Year-To-Date Returns
As of July 31,
2014
Core Fund:  5.4% Benchmark:  5.4%
Variable Fund:   4.6% Benchmark:  4.8%
12-Month Returns As of June 30, 2014
Updated Quarterly
Fund 1-Year Return 5-Year Return 10-Year Return

Core Fund

16.6%

12.8%

7.8%

Benchmark

16.3%

12.1%

7.4%

Variable Fund

24.5%

17.3%

7.9%

Benchmark

24.3%

16.9%

7.8%

Russell 3000

25.2%

19.3%

8.2%


Related links

Historical look at the impact of investment returns on WRS participants.