Results
Mid-Year 2024 Performance Review
Calendar Year Returns (%)
Public equity markets have driven portfolio performance over recent calendar year periods. The equity rally in the first half of 2024 contributed to a strong fund-level return of 7.48%.
The 6-month return lagged its underlying benchmark by 0.35%. The primary detractor was the Real Estate asset class.
Annualized Returns (%) – as of June 30, 2024
Equity markets have been generally strong following the global financial crisis. As a result, long-term portfolio performance, 7.47% over the recent 10-year period, has been very healthy.
Long-term investment performance has exceeded expectations, positively impacting the Plan’s funded position and level of contribution rates.
Historical Quarterly Returns
Historical Quarterly Returns, Q3 2024
Historical Quarterly Returns, Q2 2024