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Investments Returns

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

Fund
Quarter
7/1/19 to
9/30/19
1 Year
10/1/18 to
9/30/19
3 Years
10/1/16 to
9/30/19
5 Years
10/1/14 to
9/30/19
10 Years
10/1/09 to
9/30/19
Fixed Return (TDA/UFT)^ - 7.00% 7.00% 7.00% 7.02%
Fixed Return (All Others)^ - 8.25% 8.25% 8.25% 8.25%
Diversified Equity 0.28% 1.80% 10.71% 8.46% 11.10%
Balanced 0.63% 4.44% N/A N/A N/A
International Equity (1.72%) (0.81%) 6.77% 4.39% 5.50%
Inflation Protection 1.29% 3.16% 3.10% 1.62% 4.38%
Sustainable Equity Fund 2.06% 0.95% 10.39% 8.57% 11.68%
^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 Sustainable Equity Funds began in July 2008. The Sustainable Equity Fund was known as the Socially Responsive Equity Fund through September 2019. 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.