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

Core Trust Fund

0.53%

0.54%

Variable Trust Fund

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.