Investor Annual Rates of Return

As of December 31, 2016

Fund Policies issued AFTER
Feb. 10, 1984
Policies issued ON OR BEFORE 
Feb. 10, 1984
Equity 8.01% 9.53%
Diversified 1.67% 3.15%
Bond 0.12% 1.39%
Short Term -0.21% 0.07%

Historic Rates of Return

As of December 31, 2016

Policies issued AFTER Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 8.01%
5.43% 9.34%
Diversified 1.67%
9.76% 9.73%
Bond 0.12%
0.97% 1.42%
Short Term -0.21%
-1.92% 0.00%

Policies issued ON OR BEFORE Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 9.53%
6.95% 10.92%
Diversified 3.15%
8.63% 11.31%
Bond 1.39%
3.77% 2.75%
Short Term 0.07%
0.27% 0.39%