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Wisconsin Retirement System Investment Performance

Posted 11:02 a.m. Friday, Sept. 3, 2021

Investment performance

Core Trust Fund and Variable Trust Fund calendar year-to-date investment returns as of July 31, 2021 are now available.

Core Trust Fund and Variable Trust Fund calendar year-to-date investment returns as of July 31, 2021 are now available. YTD returns and benchmarks are subject to final valuation and adjustments that may occur during the calendar year. Performance is net of fees. 

ETF is responsible for administering retirement and other benefit programs. SWIB is the state agency responsible for investing the assets of the WRS. 


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