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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.
| FY2023 | FY2022 | FY2021 |
|---|---|---|
| September 30, 2022 | September 30, 2021 | September 30, 2020 |
| December 31, 2022 | December 31, 2021 | December 31, 2020 |
| March 31, 2023 | March 31, 2022 | March 31, 2021 |
| June 30, 2023 | June 30, 2022 | June 30, 2021 |
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FY2021 Fund Performance
IPERS’ 29.63% investment return (net of fees) for the fiscal year ended June 30, 2021, was significantly higher than the actuarial assumed investment return of 7% and exceeded the policy benchmark return of 28.83%. IPERS’ investment return exceeded the 27.01% median return of the TUCS Public Funds Greater than $1 billion universe for the fiscal year.
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Growth of Net Investment Portfolio Assets
