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Investments Returns

Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years have been annualized.

Fund
Quarter
4/1/17 to
6/30/17
1 Year
7/1/16 to
6/30/17
3 Years
7/1/14 to
6/30/17
5 Years
7/1/12 to
6/30/17
10 Years
7/1/07 to
6/30/17
Fixed Return (TDA/UFT)^ - 7.00% 7.00% 7.00% 7.31%
Fixed Return (All Others)^ - 8.25% 8.25% 8.25% 8.25%
Diversified Equity 3.49% 18.09% 7.16% 12.79% 5.89%
Bond 0.57% 0.06% 1.32% 1.17% N/A
International Equity 6.19% 20.89% 2.73% 9.06% N/A
Inflation Protection (0.19%) 1.43% (1.00%) 2.65% N/A
Socially Responsive Equity 2.50% 18.43% 8.24% 14.42% N/A
^Fixed Return Fund

QPP: Tier I and II members are credited with 8.25% annually on QPP investments in the Fixed Return Fund; this rate has been in effect since July 1, 1988.

TDA: Members who are serving in (or resigned/retired from) a title represented by the United Federation of Teachers (UFT) are credited with 7% annually on TDA investments in the Fixed Return Fund. This rate has been in effect since December 11, 2009; the previous rate was 8.25%. Other members are credited with 8.25% annually on TDA investments in the Fund; this rate has been in effect since July 1, 1988.

Note: The International Equity, Inflation Protection, and Socially Responsive Equity Funds began in July 2008. The Bond Fund began in January 2012; prior to this, the Stable-Value Fund was available to members.