Fund Performance

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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.

FY2021 FY2020 FY2019
September 30, 2020 September 30, 2019 September 30, 2018
December 31, 2020 December 31, 2019 December 31, 2018
March 31, 2021 March 31, 2020 March 31, 2019
  June 30, 2020 June 30, 2019
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FY2020 Fund Performance

IPERS’ 3.39% investment return (net of fees) for the fiscal year ended June 30, 2020 fell short of the actuarial assumed investment return of 7% and lagged the policy benchmark return of 3.96%. IPERS’ investment return exceeded the 2.95% median return of the TUCS Public Funds Greater than $1 billion universe for the fiscal year.

Fund Performance

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Growth of Net Investment Portfolio Assets

 

FY2020 Chart