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, 2021 June 30, 2020 June 30, 2019
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FY2020 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.

Investment Performance chart

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Growth of Net Investment Portfolio Assets

FY2021 trust fund growth chart