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Members

Core Fund and Variable Fund:
Returns, Rates and Adjustments

 

CORE FUND Returns, Rates and Adjustments

Year SWIB Investment Return ETF Effective Rate ETF Annuity Adjustment
1986 14.5% 12.7% 7.6%
1987 2.2% 14.0% 6.7%
1988 14.4% 10.2% 4.1%
1989 19.2% 18.1% 11.3%
1990 -1.5% (loss) 8.6% 3.6%
1991 20.4% 12.1% 6.3%
1992 9.7% 10.2% 4.4%
1993 15.0% 11.0% 4.9%
1994 -0.6% (loss) 7.7% 2.8%
1995 23.1% 11.3% 5.6%
1996 14.4% 12.5% 6.6%
1997 17.2% 12.8% 7.7%
1998 14.6% 13.1% 7.2%
1999 15.7% 24.1% 17.1%
2000 -0.8% (loss) 10.9% 5.7%
2001 -2.3% (loss) 8.4% 3.3%
2002 -8.8% (loss) 5.0% 0.0%
2003 24.2% 7.4% 1.4%
2004 12.8% 8.5% 2.6%
2005 8.6% 6.5% 0.8%
2006 15.8% 9.8% 3.0%
2007 8.8% 13.1% 6.6%
2008 -26.2% (loss) 3.3% -2.1% (loss)
2009 22.4% 4.2% -1.3% (loss)
2010 12.3% 4.8% -1.2% (loss)
2011 1.4% 1.5% -7.0% (loss)
2012 13.7% 2.2% -9.6% (loss)
2013 13.6% 10.9% 4.7%

VARIABLE FUND Returns, Rates and Adjustments

Year SWIB Investment Return ETF Effective Rate ETF Annuity Adjustment
1986 11.5% 13.0% 8.0%
1987 -1.1% (loss) -1.0% (loss) -6.0% (loss)
1988 21.7% 22.0% 14.0%
1989 22.6% 24.0% 16.0%
1990 -11.3% (loss) -11.0% (loss) -14.0% (loss)
1991 27.1% 28.0% 18.0%
1992 10.7% 11.0% 5.0%
1993 16.5% 17.0% 11.0%
1994 0.8% 0% -4.0% (loss)
1995 25.6% 27.0% 19.0%
1996 19.8% 20.0% 14.0%
1997 21.6% 23.0% 18.0%
1998 17.5% 18.0% 12.0%
1999 27.8% 28.0% 21.0%
2000 -7.2% (loss) -7.0% (loss) -11.0% (loss)
2001 -8.4% (loss) -9.0% (loss) -14.0% (loss)
2002 -21.9% (loss) -23.0% (loss) -27.0% (loss)
2003 32.7% 34.0% 25.0%
2004 12.8% 12.0% 7.0%
2005 8.3% 9.0% 3.0%
2006 17.6% 18.0% 10.0%
2007 5.6% 6.0% 0%
2008 -39.0% (loss) -40.0% (loss) -42% (loss)
2009 33.7% 33.0% 22.0%
2010 15.6% 16.0% 11.0%
2011 -3.0% (loss) -3.0% (loss) -7.0% (loss)
2012 16.9% 17.0% 9.0%
2013 29.0% 31.0% 25.0%

 

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