Investor Annual Rates of Return

Investor rates of return

As of December 31, 2023

Fund Policies issued AFTER Feb. 10, 1984 Policies issued ON OR BEFORE Feb. 10, 1984
Equity 15.08% 16.71%
Diversified 8.22% 9.72%
Bond 5.21% 6.56%
Short Term 3.95% 4.23%

Historic Rates of Return

As of December 31, 2023

Policies issued AFTER Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 15.08% 10.66% 12.62%
Diversified 8.22% -0.01% 4.20%
Bond 5.21% -4.12% -0.07%
Short Term 3.95% 1.35% 0.99%

Policies issued ON OR BEFORE Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 16.71% 12.24% 14.23%
Diversified 9.72% 1.40% 5.69%
Bond 6.56% -2.85% 1.28%
Short Term 4.23% 1.62% 1.26%