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As of September 30, 2018, the IPERS investment portfolio had a market value of $32.93 billion. IPERS’ investment return for the quarter was 2.84% (net of fees). Below are IPERS’ investment returns for various periods ending September 30, 2018, compared to the System’s official long-term performance objectives. 

  Fiscal Year to Date1 One Year Three Years2 Five Years Ten Years Twenty Years Thirty Years
IPERS Return 2.84% 7.42% 9.50% 8.22% 7.93% 7.42% 8.77%
Policy Benchmark3 2.98% 7.47% 9.47% 7.86% 8.37% 7.34% 8.41%
CPI+3% 0.92% 5.28% 4.99% 4.52% 4.44% 5.19% 5.51%
Actuarial Assumed Return 1.71% 7.00% 7.13% 7.28% 7.39% 7.45% 7.26%
Median-TUCS Public Funds > $1 Billion4 2.67% 7.82% 10.13% 8.04% 813% 7.04% 8.93%

 

IPERS earned the following time-weighted returns (net of fees) by asset class for the quarter ended September 30, 2018:

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International Equity 0.24%
Domestic Equity 6.83%
Public Credit 2.12%
Core Plus Fixed Income 0.40%
Public Real Assets 0.36%
Global Smart Beta Equity  3.51%
Cash 1.76%
Private Equity 6.57%
Private Credit 1.63%
Private Real Assets 1.19%

 

 

1Fiscal year 2019 commenced July 1, 2018.

2Returns for periods longer than one year are annualized.

3The policy benchmark is a passively managed set of market indexes, with appropriate weightings, that are reflective of IPERS’ target asset allocation.

4The median return of the Trust Universe Comparison Service’s Universe of Public Funds with Assets Greater than $1 billion.