Long description of ERS Trust: Performance vs. ARR and Passive Index table October 2024
October 02, 2024
The image contained in the October "ERS Trust Fund performance in the second quarter of CY24" article is a cluster column chart titled “ERS Trust: Performance vs. ARR and Passive Index” comparing the Annualized Net Return for the ERS Trust Performance 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. The “ERS Trust” is depicted as columns, the “Assumed Rate of Return (ARR)” is depicted as a horizontal line and the “Passive Index” is depicted as a small circle. Here is the data comparison from one year to 10 years:
The image contained in the October “ERS Trust Fund performance in the second quarter of CY24” article
- At one-year, the ERS Trust net return was 10.8%, the passive index was 15.6% and the assumed rate of return was 7%.
- At three-years, the ERS Trust net return was 6.1%, the passive index was 3.9% and the assumed rate of return was 7%.
- At five-years, the ERS Trust net return was 9.1%, the passive index was 8.8% and the assumed rate of return was 7%.
- At 10-years, the ERS Trust net return was 7.6%, the passive index was 7.2% and the assumed rate of return was 7.5%.