Investment Performance

Current Performance

Members can view current investment performance information by signing in to Under Investments, select Manage Plan > my plan. Within my plan, you can access the following:

Personal Rate of Return

Under Check on Account > View investment performance

Fund Rates of Return & Daily Investment Unit Values

Under Plan overview  > View available investments

Guaranteed Fund Interest Rates

Under Plan overview > View available investments

See also the Historical Guaranteed Fund Interest Rates.

Historical Performance

Rates of Return

Rates of return for most recent month, 3 months, year-to-date, 1, 3, 5 and 10 years.

Historical Annual Rates of Return

Historical annual rates of return as of December 31st for each fund.

Fund Performance & Composition

Archived performance and composition reports are presented in reverse chronological order.

Past Performance & Composition Reports