Investor Annual Rates of Return

Investor rates of return

As of December 31, 2022

Fund Policies issued AFTER Feb. 10, 1984 Policies issued ON OR BEFORE Feb. 10, 1984
Equity -7.08% -5.80%
Diversified -13.92% -12.73%
Bond -16.00% -14.93%
Short Term 0.90% 1.21%

Historic Rates of Return

As of December 31, 2022

Policies issued AFTER Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity -7.08% 8.39% 8.83%
Diversified -13.92% 0.08% 2.11%
Bond -16.00% -3.46% -1.37%
Short Term 0.90% 0.06% 0.32%

Policies issued ON OR BEFORE Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity -5.80% 9.94% 10.39%
Diversified -12.73% 1.51% 3.58%
Bond -14.93% -2.15% -0.04%
Short Term 1.21% 0.36% 0.56%