Portfolio Performance
Total Portfolio
As of June 30, 2025
This graphic demonstrates how the WRS' rate of return compares to peers. Peers are other pension funds and endowments with more than $1 billion dollars. The WRS is represented by the blue square in the graphic. The orange triangle is the benchmark and the numbers behind each year value is the ranking percentile (Lower percentile/quartile is better).
From the periods below, the WRS has achieved top quartile returns in the YTD, 1 year, 2 years, 3 years, and 10 years while within the top 5th percentile returns in the 5 and 7 years.
| Metric | YTD | 1 Year | 2 Years | 3 Years | 5 Years | 7 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| Percentile Ranking (Lower is better) | 17 | 9 | 8 | 11 | 5 | 2 | 6 |
| Total Fund | 6.93% | 12.13% | 12.10% | 10.93% | 11.06% | 9.22% | 8.30% |
| Strategic Blended Benchmark | 5.63% | 10.53% | 11.09% | 9.77% | 9.65% | 7.79% | 7.34% |
| Return Difference | +1.3% | +1.6% | +1.01% | +1.16% | +1.41% | +1.43% | +0.96% |
Performance Data Table
| Time Period | 5th Percentile | 1st Quartile | Median | 3rd Quartile |
|---|
Asset Allocation
As of June 30, 2025
The following graphic shows how all of the investments in the pension are divided. These "asset classes," when totaled, equal 100% of the fund as of June 30, 2025. These allocations are adjusted every three years to adapt to market/economic conditions.
Allocation Data Table
| Asset Class | Percentage | Value (Billions) |
|---|
Total Pension Fund Value
Assets ($ in millions) since 2005
The following graphic shows the growth of the pension fund over the past 20 years. In June 2005, the fund was (approximately) $6 billion dollars and has grown to (approx.) $12.1 billion dollars as of June 30, 2025.
Fund Value Data Table
| Year | Fund Value (Millions) |
|---|