The table below shows investment performance of the WRS trust funds and the impact on WRS members since 1986.

  • Preliminary, year-to-date returns are communicated monthly and yearly via our web site, social media and member newsletters.
  • Effective rates are applied to your WRS account balances and appear on your annual WRS Statement of Benefits.  ETF distributes these statements in April.
  • Investment returns also affect annual adjustments to WRS retirees’ monthly pensions. ETF notifies retirees about benefit payment changes in April.

There are two tables separated by fund. Click on the fund name to be taken to the table. Click on "Back to Top" to return to this list.

Core Trust Fund Returns, Rates and Adjustments

Use the keyword filter to search and narrow down the table by year.

Year

 Investment Return

ETF Effective Rate

ETF Annuity Adjustment

2018

-3.3% (loss)

5.0% 0.0%

2017

16.2%

8.5%

2.4%

2016

8.6%

7.9%

2.0%

2015

-0.4% (loss)

6.4%

0.5%

2014

5.7%

8.7%

2.9%

2013

13.6%

10.9%

4.7%

2012

13.7%

2.2%

-9.6% (loss)

2011

1.4%

1.5%

-7.0% (loss)

2010

12.3%

4.8%

-1.2% (loss)

2009

22.4%

4.2%

-1.3% (loss)

2008

-26.2% (loss)

3.3%

-2.1% (loss)

2007

8.8%

13.1%

6.6%

2006

15.8%

9.8%

3.0%

2005

8.6%

6.5%

0.8%

2004

12.8%

8.5%

2.6%

2003

24.2%

7.4%

1.4%

2002

-8.8% (loss)

5.0%

0.0%

2001

-2.3% (loss)

8.4%

3.3%

2000

-0.8% (loss)

10.9%

5.7%

1999

15.7%

24.1%

17.1%

1998

14.6%

13.1%

7.2%

1997

17.2%

12.8%

7.7%

1996

14.4%

12.5%

6.6%

1995

23.1%

11.3%

5.6%

1994

-0.6% (loss)

7.7%

2.8%

1993

15.0%

11.0%

4.9%

1992

9.7%

10.2%

4.4%

1991

20.4%

12.1%

6.3%

1990

-1.5% (loss)

8.6%

3.6%

1989

19.2%

18.1%

11.3%

1988

14.4%

10.2%

4.1%

1987

2.2%

14.0%

6.7%

1986

14.5%

12.7%

7.6%

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Variable Trust Fund Returns, Rates and Adjustments

Use the keyword filter to search and narrow down the table by year.

Year

SWIB Investment Return

ETF Effective Rate

ETF Annuity Adjustment

2018 -7.9% (loss) -7.0% (loss)

-10.0% (loss)

2017

23.2%

24.0%

17.0%

2016

10.6%

10.0%

4.0%

2015

-1.2% (loss)

0%

-5.0% (loss)

2014

7.3%

7.0%

2.0%

2013

29.0%

31.0%

25.0%

2012

16.9%

17.0%

9.0%

2011

-3.0% (loss)

-3.0% (loss)

-7.0% (loss)

2010

15.6%

16.0%

11.0%

2009

33.7%

33.0%

22.0%

2008

-39.0% (loss)

-40.0% (loss)

-42.0% (loss)

2007

5.6%

6.0%

0%

2006

17.6%

18.0%

10.0%

2005

8.3%

9.0%

3.0%

2004

12.8%

12.0%

7.0%

2003

32.7%

34.0%

25.0%

2002

-21.9% (loss)

-23.0% (loss)

-27.0% (loss)

2001

-8.4% (loss)

-9.0% (loss)

-14.0% (loss)

2000

-7.2% (loss)

-7.0% (loss)

-11.0% (loss)

1999

27.8%

28.0%

21.0%

1998

17.5%

18.0%

12.0%

1997

21.6%

23.0%

18.0%

1996

19.8%

20.0%

14.0%

1995

25.6%

27.0%

19.0%

1994

0.8%

0%

-4.0% (loss)

1993

16.5%

17.0%

11.0%

1992

10.7%

11.0%

5.0%

1991

27.1%

28.0%

18.0%

1990

-11.3% (loss)

-11.0% (loss)

-14.0% (loss)

1989

22.6%

24.0%

16.0%

1988

21.7%

22.0%

14.0%

1987

-1.1% (loss)

-1.0% (loss)

-6.0% (loss)

1986

11.5%

13.0%

8.0%

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