The Wisconsin Retirement System is financially very strong. In fact, approximately 79% 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 9th 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 November 30, 2020. Performance is net of external manager fees.

 

Performance

Benchmark

Core Trust Fund

11.82%

11.32%

Variable Trust Fund

12.08%

12.53%

*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 November 30, 2020.

 

Value

Core Trust Fund

$116.8 billion

Variable Trust Fund

$9.3 billion

Total

$126.1 billion

 

5-Year and 10-Year Investment Performance*

As of November 30, 2020. Performance is net of external manager fees.

  5-Year 10-Year
Core Fund 9.80% 8.63%
Benchmark 9.45% 8.27%
Variable Fund 12.12% 11.57%
Benchmark 12.11% 11.46%

*Returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year.