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Investments Returns

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

Fund
Quarter
10/1/17 to
12/31/17
1 Year
1/1/17 to
12/31/17
3 Years
1/1/15 to
12/31/17
5 Years
1/1/13 to
12/31/17
10 Years
1/1/08 to
12/31/17
Fixed Return (TDA/UFT)^ - 7.00% 7.00% 7.00% 7.24%
Fixed Return (All Others)^ - 8.24% 8.25% 8.25% 8.25%
Diversified Equity 5.49% 21.11% 9.86% 13.42% 7.11%
Bond (0.25%) 1.23% 1.28% 1.02% N/A
International Equity 4.72% 26.81% 9.47% 8.63% N/A
Inflation Protection 2.18% 4.13% 1.74% 1.60% N/A
Socially Responsive Equity 5.40% 18.32% 9.30% 14.69% 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.