Did you know that the investment earnings on the Wisconsin Retirement System trust funds provide about 80% of the total needed to pay member benefits? The trust funds are invested by the State of Wisconsin Investment Board. The effects of earnings on your benefits are based on the rate of return as of December 31.
WRS Investment Performance*
Year-To-Date (YTD) as of March 31, 2022. Performance is net of fees.
|
|
Performance |
Benchmark |
|---|---|---|
|
Core Trust Fund |
-3.45% |
n/a |
|
Variable Trust Fund |
-5.23% |
n/a |
*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 as of March 31, 2022.
|
|
Value |
|---|---|
|
Core Trust Fund |
$130.8 billion |
|
Variable Trust Fund |
$10.1 billion |
|
Total |
$140.9 billion |
5-Year and 10-Year Investment Performance*
As of March 31, 2022. Performance is net of external manager fees.
| 5-Year | 10-Year | |
|---|---|---|
| Core Fund | 10.75% | 8.94% |
| Benchmark | n/a | n/a |
| Variable Fund | 12.86% | 11.80% |
| Benchmark | n/a | n/a |
*Returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year.