Long Description: ERS Trust vs. Policy Benchmark

October 04, 2023

The image contained in the "Quarterly update about ERS Trust Fund performance" article is a cluster column chart titled “ERS Trust vs. Policy Benchmark” comparing the Annualized Net Return for the ERS Trust vs. the Policy Benchmark. The Annualize Net Return is shown on the y-axis. The timeline shown in various increments is on the x-axis. The data is shown in percentages. Here is the data collection from three months to 10 years:

  • At three-months, the ERS Trust net return was 2.7% and the policy benchmark net return was 2.2%.
  • At one-year, the ERS Trust net return was 7.5% and the policy benchmark net return was 7.6%.
  • At three-years, the ERS Trust net return was 11.7% and the policy benchmark net return was 7.9%.
  • At five-years, the ERS Trust net return was 8.0% and the policy benchmark net return was 6.6%.
  • At 10-years, the ERS Trust net return was 8.1% and the policy benchmark net return was 7.1%.