TRS Logo
30-Year Comparison of Accumulations in TRS' Investment Programs

The table below compares accumulations as of June 30, 2017, 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
7/1/16 to
6/30/17
$1,200
3 Years
1/1/14 to
6/30/17

$3,600
5 Years
1/1/12 to
6/30/17
$6,000
10 Years
1/1/07 to
6/30/17
$12,000
15 Years
1/1/02 to
6/30/17
$18,000
20 Years
1/1/97 to
6/30/17
$24,000
30 Years
1/1/87 to
6/30/17
$36,000
Fixed Return (TDA/UFT)^ $1,239 $3,982 $7,122 $17,188 $32,043 $54,131 $135,730
Fixed Return (All Others)^ $1,245 $4,053 $7,343 $18,211 $34,326 $58,284 $146,798
Diversified Equity $1,312 $4,213 $7,856 $20,918 $36,433 $53,569 $160,014
Bond $1,205 $3,671 $6,191 N/A N/A N/A N/A
International Equity $1,341 $4,139 $7,217 N/A N/A N/A N/A
Inflation Protection $1,208 $3,681 $6,202 N/A N/A N/A N/A
Socially Responsive Equity $1,305 $4,233 $8,044 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 Bond Fund began in January 2012; prior to this, the Stable-Value Fund was available to members.