The Wisconsin Retirement System is financially very strong. In fact, approximately 80% of funds needed to pay WRS benefits are generated from one source: investment earnings. Investing the assets of the WRS is the responsibility of the State of Wisconsin Investment Board. The WRS is the 8th largest public pension fund in the U.S. and 25th largest public or private pension fund in the world.
WRS Investment Performance*
Year-To-Date (YTD) as of February 28, 2021. Performance is net of fees.
|
|
Performance |
Benchmark |
|---|---|---|
| 0.53% |
0.54% |
|
|
2.36% |
2.54% |
*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 (YTD) as of February 28, 2021.
|
|
Value |
|---|---|
|
Core Trust Fund |
$120.5 billion |
|
Variable Trust Fund |
$9.6 billion |
|
Total |
$130.1 billion |
5-Year and 10-Year Investment Performance*
As of February 28, 2021. Performance is net of external manager fees.
| 5-Year | 10-Year | |
|---|---|---|
| Core Fund | 11.45% | 8.22% |
| Benchmark | 10.97% | 7.82% |
| Variable Fund | 15.66% | 11.04% |
| Benchmark | 15.70% | 10.93% |
*Returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year.