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PERF > Investments > Quarterly ASA Returns Quarterly ASA Returns

Investment Performance - Rates of Return

Guaranteed Fund Rate for July 1, 2009 - June 30, 2010: 3.5%

Annuity Savings Account

Note: As of Sept. 30, 2008, the benchmark for the U.S. Small Companies Stock Fund has been changed from the Russell 2000 Index to the Russell 2000 Value Index to better reflect the underlying investment portfolio.

In addition, effective Nov. 3, 2008, Barclays Capital combined the existing Lehman Brothers and Barclays Capital indices into one platform. The existing Lehman Brothers indices are maintained with only the name of the index changing from "Lehman Brothers" to "Barclays Capital."

Below are the 12/31/2009 quarterly interest rates applied to members' accounts for the period of 10/1/2009 to 12/31/2009.

 

 Guaranteed Fund  0.86374%
 Money Market Fund  0.06000%
 Bond Fund  0.36028%
 S&P 500 Stock Index Fund  6.10037%
 U.S. Small Companies Stock Fund  2.86000%
 International Equity Index Fund  2.18300%

2009

2008

2007

2006

2005

2004

2003

2002