Performance Reports

Performance Reports

Overview

Performance information based on LACERS fiscal-year-end reporting on returns and portfolio value.

Portfolio Value

Fiscal Year Ending June 30 Market Value
2024 $23.1 billion
2023 $21.6 billion
2022 $20.6 billion
2021 $22.6 billion
2020 $17.7 billion
2019 $17.7 billion
2018 $16.9 billion
2017 $15.7 billion
2016 $14.0 billion
2015 $14.1 billion
2014 $13.9 billion
2013 $11.9 billion
2012 $10.6 billion
2011 $10.8 billion
2010 $9.0 billion
2009 $8.2 billion
2008 $10.4 billion
2007 $11.1 billion
2006 $9.3 billion

Annualized Rates of Return as of 2024 - Gross-of-Fees

As of June 30, 2024
8.86% for 1 year
2.73% for 3 years
7.25% for 5 years
6.78% for 10 years
9.01% for 15 years
7.31% for 20 years
6.77% for 25 years
8.07% for 30 years

 

Historical Annualized Rates of Return – Gross-of-Fees

Year 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. 15 Yrs. 20 Yrs. 25 Yrs. 30 Yrs.
2024 8.86% 2.73% 7.25% 6.78% 9.01% 7.31% 6.77% 8.07%
2023 6.93% 8.79% 6.71% 7.68% 6.84% 7.77% 7.06% 7.85%
2022 -6.86% 6.83% 7.17% 8.40% 5.96% 7.64% 7.06% 8.05%
2021 29.30% 11.59% 11.45% 9.29% 7.73% 7.76% 8.12% 8.72%
2020 1.24% 5.49% 5.98% 8.71% 6.73% 6.15% 7.68% 8.07%
2019 6.15% 9.52% 6.30% 9.90% 7.32% 6.65% 8.23% 8.35%
2018 9.23% 7.5% 8.65% 6.91% 8.12% 6.97% 8.08% 8.67%
2017 13.29% 5.39% 9.64% 5.36% 7.80% 7.04% 8.23% 8.43%
2016 0.53% 6.95% 7.18% 5.92% 6.56% 7.31% 8.19% 8.38%
2015 2.78% 11.64% 11.52 7.11% 6.21% 8.11% 8.49% 9.24%
2014 18.41% 11.03% 13.63% 7.84% 6.77% 8.72% 8.76% 10.19%
2013 14.32% 12.32% 5.20% 7.85% 6.42% 7.93% 8.67% 9.41%
2012 1.11% 11.85% 1.24% 6.89% 6.18% 7.88% 8.18% 10.04%
2011 22.59% 3.70% 4.70% 6.20% 7.30% 8.40% 8.60% 10.20%
2010 12.90% -5.00% 2.90% 3.70% 7.00% 7.70% 8.80%  
2009 -19.7% -3.20% 2.30% 3.50% 7.10% 7.60% 9.50%  
2008 -5.64% 8.20% 10.60% 7.00% 8.90% 9.60% 10.30%  
2007 19.47% 13.90% 12.90% 8.70% 10.20% 10.00% 11.90%  
2006 12.40% 13.60% 7.80% 8.70% 9.70% 9.60% 11.30%  
2005 10.0% 10.9% 4.5% 9.1% 9.4% 10.3%    
2004 18.6% 5.7% 4.7% 9.6% 9.4% 11.4%    
2003 4.5% -1.6% 3.6% 8.0% 9.2% 10.2%    
2002 -4.9% 0.4% 4.8% 8.9% 9.1% 11.7%    
2001 -4.2% 6.3% 9.6% 10.7% 10.2% 12.2%    
2000 11.1% 11.5% 14.0% 12.0% 12.3%      
1999 12.8% 14.1% 14.8% 11.8% 13.7%      
1998 10.5% 15.4% 12.6% 12.1% 12.5%      
1997 19.2% 16.9% 13.1% 11.3% 14.0%      
1996 16.7% 11.2% 11.8% 10.6% 13.1%      
1995 14.9% 10.0% 10.0% 11.5%        
1994 2.5% 9.2% 8.9% 13.2%        
1993 13.1% 11.0% 11.7% 12.4%        
1992 12.2% 9.8% 9.4% 14.5%        
1991 7.8% 11.0% 9.4% 13.8%        
1990 9.4% 9.1% 13.1%          
1989 16.0% 9.9% 17.7%          
1988 2.2% 13.3% 13.2%          
1987 11.9% 23.9% 19.8%          
1986 27.3% 17.5% 18.4%          
1985 33.5% 20.1%            
1984 -4.5% 11.1%            
1983 36.0%              
Post

LACERS Investment Monthly Asset Allocation and Performance Report

Reported Monthly

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LACERS Investment Quarterly Performance

Reported Quarterly

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LACERS Private Equity Performance

Reported Semiannually

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Private Equity Performance Summary

Reported Quarterly

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