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30-Year Comparison of Accumulations in TRS' Investment Programs

The table below compares accumulations as of June 30, 2018, based on assumed contributions of $100 per month into each of the Passport Funds during the preceding 30-year period.

Period of Contribution

Contribution Amount
1 Year
7/1/17 to
6/30/18
$1,200
3 Years
7/1/15 to
6/30/18

$3,600
5 Years
1/1/13 to
6/30/18
$6,000
10 Years
7/1/08 to
6/30/18
$12,000
15 Years
7/1/03 to
6/30/18
$18,000
20 Years
7/1/98 to
6/30/18
$24,000
30 Years
7/1/88 to
6/30/18
$36,000
Fixed Return (TDA/UFT)^ $1,239 $3,982 $7,122 $17,138 $31,822 $53,652 $134,336
Fixed Return (All Others)^ $1,245 $4,053 $7,343 $18,228 $34,343 $58,294 $146,837
Diversified Equity $1,251 $4,356 $7,812 $22,235 $37,463 $56,707 $161,825
Bond N/A N/A N/A N/A N/A N/A N/A
International Equity $1,194 $4,173 $7,140 N/A N/A N/A N/A
Inflation Protection $1,230 $3,841 $6,407 N/A N/A N/A N/A
Socially Responsive Equity $1,274 $4,396 $7,951 N/A N/A N/A 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: Historical returns for the full 30-year period are not available for all funds. The International Equity, Inflation Protection, and Socially Responsive Equity Funds began in July 2008. The Balanced Fund began as of January 1, 2018 and was preceded by the Bond Fund from 2012-2017 and the Stable-Value Fund before 2012.