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. Once performance numbers are final, SWIB posts calendar year-to-date returns. Posting usually takes about four weeks 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.

Milwaukee, Wis.

WRS Investment Performance*

Year-to-Date (YTD) as of September 30, 2020. Performance is net of external manager fees.

*YTD returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year. 

Value of WRS Assets Under Management

Year-to-Date as of September 30, 2020

5-Year and 10-Year Investment Performance*

As of September 30, 2020. Performance is net of external manager fees. 

*Returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year. 

Core Trust Fund Returns, Rates, and Adjustments

Performance is gross of fees.

*Rates credited in 1987 and 1989 were distorted by one-time accounting changes.

**Results include a special one-time recognition of past earnings created by 1999 WI Act 11.

Depending on the years you were covered under the WRS, the amount of interest credited to your Core Fund account may vary. Core Fund effective rates were capped by law at 5% for people who began employment between Jan. 1, 1982, and Dec. 31, 1999. A change in the law provided that Core Fund effective rates apply to all employees as of Dec. 31, 1999. Core Fund gains and losses are smoothed over 5 years. By law, no increases are applied to annuities unless the effective rate increases are in excess of at least 5%.

Variable Trust Fund Returns, Rates, and Adjustments

Performance is gross of fees.

*Rates credited in 1987 and 1989 were distorted by one-time accounting changes.

**Results include a special one-time recognition of past earnings created by 1999 WI Act 11.

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