My Account and I-Que will be unavailable every Wednesday from 5 - 7 a.m. CT as IPERS performs maintenance tasks.

You are here

Investment Returns — June 30, 2017

As of June 30, 2017, the IPERS investment portfolio had a market value of $30.72 billion. IPERS’ investment return for the quarter was 3.24% (net of fees). Below are IPERS’ investment returns for various periods ending June 30, 2017, compared to the System’s official long-term performance objectives. 

Fiscal
Year to Date1
One YearThree Years2Five YearsTen YearsTwenty YearsThirty Years
IPERS' Return

11.70%

11.70%5.86%8.65%5.89%7.45%8.65%
Policy Benchmark311.17%11.17%5.79%8.61%6.28%7.31%8.26%
CPI + 3%4.63%4.63%3.92%4.32%4.63%5.14%5.60%
Actuarial Assumed Return7.00%7.00%7.33%7.40%7.45%7.48%7.23%
Median — TUCS Public
Funds > $1 Billion4

12.64%

12.64%

5.58%9.26%5.58%7.03%8.66%

IPERS earned the following time-weighted returns (net of fees) by asset class for the quarter ended June 30, 2017: 

International Equity

5.79%

Domestic Equity

3.54%

Public Credit2.49%
Core-Plus Fixed Income

1.80%

Public Real Assets

–0.87%

Cash0.70%
Private Equity5.73%
Private Credit

2.30%

Private Real Assets3.30%

1Fiscal year 2017 commenced July 1, 2016.

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.

Back to Top