Investment Return Averages Compared to Assumed Rates of Return, 2001-2024

Equable Institute analysis of public plan valuation reports and ACFRs published as of June 2024. The average 10-year return for 2023 is based on estimated returns for the 2024 fiscal year as of June 30, 2024. The average assumed return for 2024 is based on reported changes to assumptions to-date. Read the report.
Chart: EquableSource: Equable InstituteGet the dataCreated with Datawrapper