Investor Annual Rates of Return

Investor rates of return

As of December 31, 2021

Fund Policies issued AFTER Feb. 10, 1984 Policies issued ON OR BEFORE Feb. 10, 1984
Equity 26.72% 28.59%
Diversified 7.31% 8.87%
Bond -0.25% 1.14%
Short Term -0.74% -0.52%

Historic Rates of Return

As of December 31, 2021

Policies issued AFTER Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 26.72% 19.22% 12.33%
Diversified 7.31% 9.66% 6.93%
Bond -0.25% 4.09% 2.29%
Short Term -0.74% 0.05% 0.12%

Policies issued ON OR BEFORE Feb. 10, 1984

Fund 1 Year 3 Year 5 Year
Equity 28.59% 20.95% 13.95%
Diversified 8.87% 11.26% 8.49%
Bond 1.14% 5.53% 3.67%
Short Term -0.52% 0.31% 0.39%