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Retirees |
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 |
8.5% |
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% |
| 2011 |
1.4% |
1.5% |
-7.0% |
VARIABLE FUND Returns, Rates and Adjustments
| Year |
SWIB Investment Return |
ETF Effective Rate |
ETF Annuity Adjustment |
| 1986 |
11.5% |
13% |
8% |
| 1987 |
-1.1% (loss) |
-1% (loss) |
-6% (loss) |
| 1988 |
21.7% |
22% |
14% |
| 1989 |
22.6% |
24% |
16% |
| 1990 |
-11.3% (loss) |
-11% (loss) |
-14% (loss) |
| 1991 |
27.1% |
28% |
18% |
| 1992 |
10.7% |
11% |
5% |
| 1993 |
16.5% |
17% |
11% |
| 1994 |
0.8% |
0% |
-4% (loss) |
| 1995 |
25.6% |
27% |
19% |
| 1996 |
19.8% |
20% |
14% |
| 1997 |
21.6% |
23% |
18% |
| 1998 |
17.5% |
18% |
12% |
| 1999 |
27.8% |
28% |
21% |
| 2000 |
-7.2% (loss) |
-7.0% (loss) |
-11.0% (loss) |
| 2001 |
-8.4% (loss) |
-9.0% (loss) |
-14% (loss) |
| 2002 |
-21.9% (loss) |
-23% (loss) |
-27% (loss) |
| 2003 |
32.7% |
34% |
25% |
| 2004 |
12.8% |
12% |
7% |
| 2005 |
8.3% |
9% |
3% |
| 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% |
22% |
| 2010 |
15.6% |
16% |
11% |
| 2011 |
-3% |
-3% |
-7.0% |
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