Investments
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Quarterly Investment Performance
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To view IPERS’ recent investment returns by individual quarters, click on a date in the table below.
FY2024 | FY2023 | FY2022 |
---|---|---|
September 30, 2023 | September 30, 2022 | September 30, 2021 |
December 31, 2023 | December 31, 2022 | December 31, 2021 |
March 31, 2024 | March 31, 2023 | March 31, 2022 |
June 30, 2024 | June 30, 2023 | June 30, 2022 |
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FY2023 Fund Performance
IPERS’ investment program earned a 5.41% return in FY2023, below its 7.00% assumption. But higher-than-expected earnings in FY2021 pushed the FY2023 actuarial value of assets to 7.17% and created an actuarial gain of $65 million. The actuarial value of the IPERS Trust Fund equaled $41.013 billion in FY2023, up from $39.354 billion in FY2022.
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Growth of Net Investment Portfolio Assets