Public Employees Retirement System

Oregon Public Employees Retirement System IAP Earnings Rates (Percent)
2019
Target-Date Fund   Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Final
Retirement Allocation Fund Latest Year-to-Date 3.65 1.64 5.59 3.65 6.06 7.65 6.79 10.74 6.55 14.75 5.15 9.20 9.18
Monthly Change 3.65 -2.01 3.95 -1.94 2.41 1.59 -0.86 3.95 -4.19 8.20 -9.60 4.05
2020 Latest Year-to-Date 2.23 2.83 3.83 5.11 5.03 7.16 7.44 8.55 8.78 9.43 10.16 11.00 10.54
2025 Latest Year-to-Date 3.14 4.08 5.04 6.64 5.49 8.38 8.73 9.24 9.86 10.83 12.07 13.37 13.05
2030 Latest Year-to-Date 3.47 4.50 5.30 6.92 5.43 8.45 8.81 9.05 9.89 10.96 12.39 13.83 13.65
2035 Latest Year-to-Date 3.26 4.19 4.87 6.37 0.09 7.91 8.24 8.54 9.38 10.37 11.76 13.12 13.01
2040 Latest Year-to-Date 3.32 4.26 4.92 6.40 5.17 7.92 8.26 8.63 9.43 10.27 11.57 12.78 12.69
2045 Latest Year-to-Date 4.19 5.50 6.24 8.08 5.73 9.25 9.54 9.24 10.31 11.61 13.22 14.98 14.84
2050 Latest Year-to-Date 4.18 5.47 6.18 7.95 5.60 9.04 9.27 8.95 9.96 11.18 12.69 14.34 14.14
2055 Latest Year-to-Date 4.14 5.35 5.97 7.53 5.21 8.39 8.50 8.13 9.00 10.03 11.32 12.70 12.36
2060 Latest Year-to-Date 3.66 4.62 5.01 6.16 4.12 6.58 6.50 6.10 6.69 7.37 8.22 9.12 8.57

 

Note: The PERS Board credited final 2019 earnings to nonretired member IAP accounts at the March 30, 2020 Board meeting.

 
Oregon Public Employees Retirement System IAP Earnings Rates (Percent)
2018
Target-Date Fund   Jan** Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Final
Retirement Allocation Fund Latest Year-to-Date  1.66  -0.30  0.61  -0.70  1.28  -0.21  1.78 2.19  1.53  -1.22 2.32  -0.77  1.74
  Monthly Change  1.66  -1.96  0.91  -1.31  1.98  -1.49  1.99 0.41  -0.66  -2.75 3.54  -3.09  
2020 Latest Year-to-Date  1.66  0.38  0.29  0.22  1.08  0.87  1.70  2.84  2.60  0.37  1.18  0.20  0.16
2025 Latest Year-to-Date  1.66  0.04  -0.13  0.50  1.49  1.21  2.45  3.79  3.64  0.43  1.45  -0.69  -0.70
2030 Latest Year-to-Date  1.66  0.19  0.00  0.82  1.88  1.53  2.96  4.38  4.29  0.73  1.85  -0.78  -0.80
2035 Latest Year-to-Date 1.66  0.59  0.50  1.04  2.10  1.72  3.13  4.57  4.50  1.14  2.27  -0.22  -0.23
2040 Latest Year-to-Date  1.66  0.34  0.18  1.03  2.08  1.69  3.17  4.61  4.55  1.05  2.20  -0.41  -0.42
2045 Latest Year-to-Date  1.66  -0.40  -0.78  0.89  1.92  1.52  3.24  4.64  4.62  0.27  1.47  -2.02  -2.03
2050 Latest Year-to-Date  1.66  -0.41  -0.78  0.89  1.91 1.51  3.21  4.61  4.57  0.22  1.41  -2.06  -2.05
2055 Latest Year-to-Date  1.66  -0.42  -0.78  0.87  1.89 1.45  3.12  4.47  4.42  0.09  1.25  -2.16  -2.14
2060 Latest Year-to-Date  1.66  -0.47  -0.79  0.85  1.78  1.31  2.84  4.08  3.97  -0.18  0.90  -2.19  -2.12
 **One earnings rate was applied for all January 2018 payments due to the timing of data being available.​​
 

Starting in 2018, each IAP participant was invested in an IAP Target-Date Fund based on a five-year range of birth years and an approximate retirement age of 65. To learn more about the change and review investment information, visit www.oregon.​gov/IAP.

 

Oregon Public Employees Retirement System IAP Earnings Crediting Rates (Percent)

    Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Final
2017 Latest Year-to-Date​ 0.99  2.19  2.91  4.81  6.40 7.07  8.66  9.76  10.76  12.13  13.93  14.92 14.72
  Monthly Change 0.99  1.20  0.72  1.90  1.59  0.67  1.59  1.10  1.00  1.37  1.80  0.99  
2016 ​Latest Year-to-Date​ -2.87​ -2.89​​ 0.90 1.71  ​1.72 2.45​ 4.62​ 4.78​ 5.68​  4.51​ 4.86​ 7.14​  ​7.13
  ​Monthly Change​ -2.87​​ -0.02​​ 3.79 0.81  0.01 0.73​ 2.17​ 0.16 0.90​  -1.17​ 0.35​  2.28​
2015 Latest Year-to-Date​ -0.36 1.97 2.34 3.36 3.45 2.71 2.90 -0.10 -0.10 3.10 2.72 1.87 1.85
  Monthly Change​ -0.36 2.33 0.37 1.02 0.09 -0.74 0.19 -3.00 0.00 3.20 -0.38 -0.85  
2014 Latest Year-to-Date​ -1.52​ 0.72​ 2.85​ 2.96​ 4.40​ 6.34​ 5.47​ 6.63​ 6.08​ 6.68​ 7.44​ 7.09 7.05​
  Monthly Change​ -1.52​ 2.24​ 2.13​ 0.11​ 1.44 1.94​ -0.87​ 1.16​ -0.55​ 0.60​ 0.76​​ -0.35​
2013 Latest Year-to-Date 1.82 2.03 4.32 6.01 5.61 5.27 7.53 6.35 10.07 12.25 13.02 15.89 15.59
  Monthly Change 1.82 0.21 2.29 1.69 -0.40 -0.34 2.26 -1.18 3.72 2.18 0.77 2.87  
2012 Latest Year-to-Date 2.79 5.15 6.64 6.44 2.64 6.68 7.71 8.65 10.56 10.26 11.07 14.19 14.09
  Monthly Change 2.79 2.36 1.49 -0.20 -3.80 4.04 1.03 0.94 1.91 -0.30 0.81 3.12  
2011 Latest Year-to-Date 0.80 2.44 4.82 7.07 6.41 7.34 6.98 3.24 0.18 4.84 3.40 2.21 2.15
  Monthly Change 0.80 1.64 2.38 2.25 -0.66 0.93 -0.36 -3.74 -3.06 4.66 -1.44 -1.19  
2010 Latest Year-to-Date -1.44 -0.80 2.07 3.11 -1.35 -1.18 2.50 1.25 6.19 8.20 7.30 12.29 12.13
  Monthly Change -1.44 0.64 2.87 1.04 -4.46 0.17 3.68 -1.25 4.94 2.01 -0.90 4.99  
2009 Latest Year-to-Date -2.94 -6.96 -8.44 -2.85 2.14 0.64 5.59 8.18 13.06 12.47 14.88 18.48 18.47
  Monthly Change -2.94 -4.02 -1.48 5.59 4.99 -1.50 4.95 2.59 4.88 -0.59 2.41 3.60  
2008 Latest Year-to-Date -3.99 -4.09 -4.93 -1.87 -0.95 -5.30 -6.85 -7.65 -14.32 -23.70 -26.66 -26.92 -26.75
  Monthly Change -3.99 -0.10 -0.84 3.06 0.92 -4.35 -1.55 -0.80 -6.67 -9.38 -2.96 -0.26  
2007 Latest Year-to-Date 0.67 0.68 2.06 4.46 7.50 7.53 6.35 6.51 10.25 12.67 9.85 9.49 9.46
  Monthly Change 0.67 0.01 1.38 2.40 3.04 0.03 -1.18 0.16 3.74 2.42 -2.82 0.08  
2006 Latest Year-to-Date N/A N/A N/A N/A N/A N/A 4.40 6.08 7.43 11.43 13.52 15.12 14.98
  Monthly Change N/A N/A N/A N/A N/A N/A N/A 1.68 1.35 4.00 2.09 1.60 N/A
2005   12.80
2004   12.77
 

 
 
Current IAP earnings (for retired members receiving IAP installment payments)
Information about IAP Target-Date Funds​ (for nonretired members)​
​​​​​​​​