The Wisconsin Retirement System (WRS) Trust Funds are invested by the State of Wisconsin Investment Board. The effect of investment returns on the benefits of WRS members is based on the rate of return as of Dec. 31. Once performance numbers are final, SWIB reports calendar year-to-date returns. Reporting 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.
WRS Investment Performance*
Calendar year-to-date as of Nov. 30, 2024. Calendar year-to-date and five-year performance is net of all fees and costs. Ten-year performance is net of external manager fees.
Note: These preliminary returns are posted to assist WRS members in any decisions regarding their WRS benefit. Preliminary benchmarks are not available at this time.
| Calendar YTD | 5-Year | 10-Year | |
|---|---|---|---|
| Core Fund | 10.49% | 8.05% | 7.50% |
| Core Fund Benchmark | --% | --% | --% |
| Variable Fund | 22.15% | 12.31% | 10.58% |
| Variable Fund Benchmark | --% | --% | --% |
*Returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year.
Value of WRS Assets Under Management
Calendar year-to-date as of Oct. 31, 2024.
| Value | |
|---|---|
| Core Fund | $128.5 billion |
| Variable Fund | $11.0 billion |
| Total | $139.5 billion |