RSP and DCP Quarterly Performance Reports
The most recent Quarterly Returns are at the top of the following table. Previous performance reports are available to provide members with historical fund analyses. Visit morningstar.com for additional information regarding benchmark performance.
2nd Quarter RSP/DCP Returns | Ending 06/30/26
| Invesment Name | Q2 ’26 | YTD ’26 | 2025 | 2024 | 2023 | 2022 | 2021 | 1-YR* | 3-YR* | 5-YR* | SI-IRR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SURS Lifetime Income Strategy Cash Portfolio | |||||||||||
| SURS Lifetime Income Strategy Cash Portfolio | 0.85% | 1.71% | 4.20% | 5.16% | 5.03% | 1.50% | -0.10% | 3.85% | 4.61% | 3.49% | 2.98% |
| Custom Benchmark | 0.93% | 1.87% | 4.40% | 5.45% | 5.26% | 1.50% | 0.05% | 4.05% | 4.86% | 3.69% | 3.15% |
| SURS Lifetime Income Strategy Bond Portfolio | |||||||||||
| SURS Lifetime Income Strategy Bond Portfolio | 0.69% | 0.79% | 7.19% | 1.50% | 4.84% | -12.67% | 0.79% | 3.65% | 4.06% | 0.36% | 0.37% |
| Custom Benchmark | 0.72% | 0.75% | 7.28% | 1.46% | 4.97% | -12.57% | 1.03% | 3.68% | 4.11% | 0.42% | 0.45% |
| SURS Lifetime Income Strategy Equity Portfolio | |||||||||||
| SURS Lifetime Income Strategy Equity Portfolio | 14.33% | 12.22% | 23.01% | 15.93% | 22.00% | -18.22% | 18.68% | 24.85% | 19.83% | 10.88% | 13.81% |
| Custom Benchmark | 15.07% | 12.18% | 22.73% | 16.06% | 21.90% | -18.32% | 18.58% | 24.76% | 19.79% | 10.79% | 13.73% |
| SURS Lifetime Income Strategy Real Assets Portfolio | |||||||||||
| SURS Lifetime Income Strategy Real Assets Portfolio | 9.76% | 11.14% | 3.14% | 4.90% | 11.77% | -26.24% | 40.37% | 12.48% | 9.13% | 2.77% | 7.14% |
| Custom Benchmark | 9.72% | 11.20% | 3.31% | 4.92% | 11.36% | -24.95% | 41.30% | 12.62% | 9.28% | 2.93% | 7.30% |
| SURS Lifetime Income Strategy Secure Income Portfolio | |||||||||||
| SURS Lifetime Income Strategy Secure Income Portfolio | 6.79% | 5.78% | 12.89% | 7.15% | 12.19% | -15.58% | 9.43% | 12.08% | 10.15% | 4.61% | 6.30% |
| Custom Benchmark | 7.30% | 6.28% | 13.79% | 8.35% | 13.37% | -14.59% | 10.66% | 13.21% | 11.28% | 5.70% | 7.43% |
| Invesment Name | Q2 ’26 | YTD ’26 | 2025 | 2024 | 2023 | 2022 | 2021 | 1-YR* | 3-YR* | 5-YR* | 10-YR* |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stable Value | |||||||||||
| SURS Fixed Account | Crediting Rate: 3.50% (April 1, 2025 through December 31, 2026) |
||||||||||
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.89% | 1.74% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 3.84% | 4.64% | 3.52% | 2.34% |
| Morningstar US Stable Value GR USD | 0.79% | 1.56% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 3.15% | 3.07% | 2.66% | 2.41% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. Core Bond Index Fund | 0.67% | 0.72% | 7.21% | 1.38% | 5.61% | -13.13% | -1.62% | 3.80% | 4.17% | 0.09% | 1.56% |
| Bloomberg US Agg Bond TR USD | 0.67% | 0.62% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 3.79% | 4.16% | 0.08% | 1.54% |
| Intermediate Core Bond | 0.69% | 0.60% | 7.13% | 1.49% | 5.58% | -13.45% | -1.53% | 3.66% | 4.15% | 0.00% | 1.56% |
| Inflation Protected Bond | |||||||||||
| SURS U.S. Inflation Protected Bond Fund | 0.84% | 1.16% | 6.98% | 1.86% | 3.85% | -11.90% | 5.72% | 3.38% | 3.97% | 0.95% | 2.49% |
| Bloomberg US Treasury US TIPS TR USD | 0.89% | 1.15% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 3.42% | 3.98% | 1.01% | 2.58% |
| Inflation-Protected Bond | 0.83% | 1.07% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 3.10% | 3.83% | 0.69% | 2.35% |
| Multisector Bond | |||||||||||
| SURS Multi-Sector Bond Fund | 2.09% | 1.53% | 11.04% | 5.42% | 9.32% | -7.81% | 2.61% | 6.78% | 7.77% | 3.83% | 4.81% |
| Bloomberg US Agg Bond TR USD | 0.67% | 0.62% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 3.79% | 4.16% | 0.08% | 1.54% |
| Multisector Bond | 1.74% | 1.49% | 7.96% | 5.98% | 8.69% | -10.77% | 2.43% | 5.02% | 6.97% | 2.57% | 3.89% |
| High Yield | |||||||||||
| SURS High Yield Bond Fund | 2.39% | 2.18% | 9.14% | 8.46% | 12.31% | -11.55% | 6.47% | 5.92% | 9.08% | 4.15% | 6.01% |
| Bloomberg US Corporate High Yield TR USD | 2.47% | 1.96% | 8.62% | 8.19% | 13.45% | -11.19% | 5.28% | 5.91% | 8.86% | 4.17% | 5.81% |
| High Yield Bond | 2.29% | 1.85% | 8.00% | 7.66% | 12.06% | -10.73% | 4.82% | 5.55% | 8.13% | 3.81% | 5.05% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. ESG Core Bond Fund | 0.87% | 1.05% | 7.50% | 2.56% | 6.04% | -14.01% | -1.03% | 4.41% | 4.80% | 0.29% | 1.90% |
| Bloomberg US Agg Bond TR USD | 0.67% | 0.62% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 3.79% | 4.16% | 0.08% | 1.54% |
| Intermediate Core Bond | 0.69% | 0.60% | 7.13% | 1.49% | 5.58% | -13.45% | -1.53% | 3.66% | 4.15% | 0.00% | 1.56% |
| Large Company Blend | |||||||||||
| SURS U.S. Large Cap Equity Index Fund | 15.20% | 10.20% | 17.88% | 25.03% | 26.30% | -18.10% | 28.74% | 22.32% | 20.62% | 13.41% | 15.54% |
| S&P 500 Index | 15.20% | 10.21% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 22.33% | 20.61% | 13.41% | 15.51% |
| Large Blend | 14.41% | 9.47% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 20.17% | 19.26% | 12.00% | 14.39% |
| Medium Company Blend | |||||||||||
| SURS U.S. Small-Mid Cap Equity Index Fund | 19.81% | 18.37% | 11.43% | 16.92% | 25.35% | -26.36% | 12.45% | 29.12% | 19.72% | 6.76% | 12.69% |
| Russell Mid Cap | 13.83% | 15.30% | 10.60% | 15.34% | 17.23% | -17.32% | 22.58% | 21.63% | 16.51% | 8.50% | 12.00% |
| Mid-Cap Blend | 14.33% | 16.58% | 7.39% | 13.64% | 15.92% | -14.78% | 24.26% | 23.21% | 15.05% | 8.51% | 11.05% |
| Small Company Value | |||||||||||
| SURS U.S. Small-Mid Cap Value Equity Fund | 21.59% | 29.47% | 11.82% | 8.38% | 15.47% | -8.94% | 25.57% | 43.75% | 19.44% | 11.62% | – |
| Russell 2000 Value | 17.19% | 22.99% | 12.59% | 8.05% | 14.65% | -14.48% | 28.27% | 43.01% | 18.73% | 8.23% | 10.89% |
| Small Value | 16.91% | 20.95% | 6.62% | 9.30% | 15.34% | -11.36% | 30.62% | 32.49% | 15.41% | 8.52% | 10.41% |
| Small/Mid Company Growth | |||||||||||
| SURS U.S. Small-Mid Cap Growth Equity Fund | 14.00% | 6.78% | 5.83% | 5.42% | 24.88% | -22.15% | 16.87% | 16.95% | 8.51% | 3.90% | 12.07% |
| Russell 2500 Growth | 24.02% | 19.66% | 10.31% | 13.90% | 18.93% | -26.21% | 5.04% | 32.94% | 16.40% | 4.98% | 12.56% |
| Mid-Cap Growth | 17.84% | 11.67% | 5.77% | 14.83% | 20.78% | -28.63% | 11.70% | 11.45% | 13.95% | 3.70% | 12.01% |
| Specialty-Real Estate | |||||||||||
| SURS U.S. REIT Index Fund | 9.71% | 11.12% | 3.23% | 4.94% | 11.82% | -26.17% | 40.41% | 12.53% | 9.17% | 2.83% | 4.94% |
| FTSE NAREIT All Equity REITS | 10.73% | 14.90% | 2.27% | 4.92% | 11.36% | -24.93% | 41.30% | 15.43% | 10.06% | 3.72% | 5.89% |
| Real Estate | 10.40% | 13.84% | 1.25% | 5.86% | 12.06% | -26.34% | 41.49% | 13.51% | 9.40% | 3.46% | 5.47% |
| Foreign Large Blend | |||||||||||
| SURS Non-U.S. Equity Index Fund | 11.97% | 13.37% | 32.70% | 5.16% | 15.93% | -16.29% | 8.74% | 27.05% | 18.70% | 8.75% | 10.04% |
| MSCI EAFE NR | 10.82% | 9.44% | 31.22% | 3.82% | 18.24% | -14.45% | 11.26% | 20.23% | 16.44% | 9.05% | 9.66% |
| Foreign Large Blend | 10.47% | 10.57% | 31.06% | 4.60% | 16.14% | -16.01% | 10.24% | 21.55% | 16.72% | 8.37% | 9.58% |
| Foreign Large Value | |||||||||||
| SURS Non-U.S. Value Equity Fund | 0.89% | 4.40% | 46.41% | 5.23% | 16.65% | -5.01% | 11.05% | 20.52% | 20.31% | 12.40% | – |
| MSCI EAFE NR | 7.49% | 9.63% | 42.25% | 5.68% | 18.95% | -5.58% | 10.89% | 26.95% | 21.51% | 13.15% | 10.45% |
| Foreign Large Value | 7.44% | 10.07% | 38.99% | 4.58% | 17.88% | -10.37% | 11.87% | 24.95% | 19.62% | 11.55% | 9.69% |
| Foreign Large Growth | |||||||||||
| SURS Non-U.S. Growth Equity Fund | 11.58% | 5.85% | 20.21% | 9.48% | 14.81% | -30.79% | -0.74% | 9.60% | 12.11% | 0.65% | 11.56% |
| MSCI EAFE NR | 14.53% | 9.14% | 20.76% | 2.05% | 17.58% | -22.95% | 11.25% | 13.65% | 11.47% | 4.88% | 8.61% |
| Foreign Large Growth | 14.36% | 8.93% | 19.57% | 4.84% | 15.97% | -25.18% | 8.55% | 12.73% | 12.39% | 4.37% | 9.02% |
| Global Large Stock Blend | |||||||||||
| SURS Global ESG Equity Fund | 15.39% | 12.58% | 22.21% | 17.52% | 21.88% | -19.13% | 18.22% | 24.94% | 20.02% | 10.97% | – |
| MSCI ACWI NR USD | 14.93% | 11.25% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 23.67% | 19.70% | 10.98% | 12.78% |
| Global Large-Stock Blend | 12.43% | 9.74% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 20.72% | 16.82% | 9.53% | 11.66% |
| Money Market | |||||||||||
| CREF Money Market R3 | 0.89% | 1.78% | 4.20% | 5.13% | 4.97% | 1.24% | 0.00% | 3.86% | 4.59% | 3.45% | 2.16% |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.89% | 1.74% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 3.84% | 4.64% | 3.52% | 2.34% |
| Stable Value | |||||||||||
| TIAA Traditional – RC | – | – | – | – | – | – | – | – | – | – | – |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.89% | 1.74% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 3.84% | 4.64% | 3.52% | 2.34% |
| Morningstar US Stable Value GR USD | 0.79% | 1.56% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 3.15% | 3.07% | 2.66% | 2.41% |
| Inflation Protected Bond | |||||||||||
| CREF Inflation-Linked Bond R3 | 0.69% | 1.36% | 7.19% | 3.43% | 4.62% | -6.34% | 5.28% | 3.57% | 4.96% | 2.56% | 2.95% |
| Bloomberg US Treasury US TIPS TR USD | 0.89% | 1.15% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 3.42% | 3.98% | 1.01% | 2.58% |
| Inflation-Protected Bond | 0.83% | 1.07% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 3.10% | 3.83% | 0.69% | 2.35% |
| Intermediate Core Bond | |||||||||||
| CREF Core Bond R3 | 0.94% | 1.00% | 7.50% | 2.35% | 6.31% | -13.14% | -1.23% | 4.21% | 4.80% | 0.49% | 1.97% |
| Bloomberg US Agg Bond TR USD | 0.67% | 0.62% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 3.79% | 4.16% | 0.08% | 1.54% |
| Intermediate Core Bond | 0.69% | 0.60% | 7.13% | 1.49% | 5.58% | -13.45% | -1.53% | 3.66% | 4.15% | 0.00% | 1.56% |
| Moderate Allocation | |||||||||||
| CREF Social Choice R3 | 9.48% | 7.74% | 15.03% | 8.87% | 14.82% | -15.47% | 12.64% | 14.01% | 12.66% | 6.49% | 8.66% |
| 60% S&P 500, 40% Bloomberg Agg | 9.31% | 6.45% | 13.70% | 15.04% | 17.67% | -15.79% | 15.86% | 14.76% | 13.92% | 8.10% | 9.98% |
| Moderate Allocation | 8.90% | 6.73% | 13.19% | 11.85% | 14.19% | -14.87% | 14.15% | 14.28% | 13.03% | 6.96% | 8.78% |
| Private Real Estate | |||||||||||
| TIAA Real Estate Account | 1.48% | 2.10% | 3.97% | -4.12% | -13.62% | 8.19% | 17.87% | 4.27% | -1.89% | 1.10% | 2.72% |
| NCREIF Property Index | 1.24% | 2.44% | 4.91% | 0.43% | -7.94% | 5.53% | 17.70% | 4.86% | 1.07% | 3.21% | 4.66% |
| NCREIF ODCE Index | 1.28% | 2.34% | 2.92% | -2.27% | -12.73% | 6.55% | 21.02% | 3.59% | -1.44% | 1.86% | 3.72% |
| Large Company Blend | |||||||||||
| CREF Equity Index R3 | 15.14% | 10.11% | 17.11% | 23.52% | 25.77% | -19.25% | 25.52% | 22.11% | 19.96% | 12.03% | 14.81% |
| S&P 500 Index | 15.20% | 10.21% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 22.33% | 20.61% | 13.41% | 15.51% |
| Large Blend | 14.41% | 9.47% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 20.17% | 19.26% | 12.00% | 14.39% |
| Large Company Growth | |||||||||||
| CREF Growth R3 | 17.80% | 6.54% | 16.81% | 32.01% | 46.09% | -32.34% | 20.43% | 16.84% | 22.44% | 11.58% | 17.23% |
| Russell 1000 Growth | 16.74% | 5.33% | 18.56% | 33.36% | 42.68% | -29.14% | 27.60% | 17.71% | 22.58% | 13.71% | 18.58% |
| Large Growth | 17.06% | 6.15% | 15.60% | 29.76% | 39.35% | -31.16% | 21.96% | 15.46% | 20.73% | 10.34% | 16.30% |
| Global Large Stock Blend | |||||||||||
| CREF Global Equities R3 | 15.60% | 12.82% | 21.67% | 19.08% | 23.94% | -18.49% | 15.65% | 25.71% | 20.58% | 11.48% | 13.39% |
| CREF Stock R3 | 14.44% | 12.26% | 21.46% | 16.60% | 22.37% | -18.45% | 18.92% | 24.40% | 19.55% | 10.70% | 13.01% |
| MSCI ACWI NR USD | 14.93% | 11.25% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 23.67% | 19.70% | 10.98% | 12.78% |
| Global Large-Stock Blend | 12.43% | 9.74% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 20.72% | 16.82% | 9.53% | 11.66% |
1st Quarter RSP/DCP Returns | Ending 03/31/26
| Invesment Name | Q1 ’26 | YTD ’26 | 2025 | 2024 | 2023 | 2022 | 2021 | 1-YR* | 3-YR* | 5-YR* | SI-IRR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SURS Lifetime Income Strategy Cash Portfolio | |||||||||||
| SURS Lifetime Income Strategy Cash Portfolio | 0.86% | 0.86% | 4.20% | 5.16% | 5.03% | 1.50% | -0.10% | 3.98% | 4.72% | 3.31% | 2.96% |
| Custom Benchmark | 0.93% | 0.93% | 4.40% | 5.45% | 5.26% | 1.50% | 0.05% | 4.22% | 4.97% | 3.49% | 3.13% |
| SURS Lifetime Income Strategy Bond Portfolio | |||||||||||
| SURS Lifetime Income Strategy Bond Portfolio | 0.10% | 0.10% | 7.19% | 1.50% | 4.84% | -12.67% | 0.79% | 3.89% | 3.40% | 0.66% | 0.27% |
| Custom Benchmark | 0.03% | 0.03% | 7.28% | 1.46% | 4.97% | -12.57% | 1.03% | 3.92% | 3.49% | 0.74% | 0.34% |
| SURS Lifetime Income Strategy Equity Portfolio | |||||||||||
| SURS Lifetime Income Strategy Equity Portfolio | -1.84% | -1.84% | 23.01% | 15.93% | 22.00% | -18.22% | 18.68% | 21.84% | 16.84% | 9.47% | 11.76% |
| Custom Benchmark | -2.51% | -2.51% | 22.73% | 16.06% | 21.90% | -18.32% | 18.58% | 21.23% | 16.53% | 9.24% | 11.55% |
| SURS Lifetime Income Strategy Real Assets Portfolio | |||||||||||
| SURS Lifetime Income Strategy Real Assets Portfolio | 1.26% | 1.26% | 3.14% | 4.90% | 11.77% | -26.24% | 40.37% | 1.79% | 6.35% | 3.12% | 5.69% |
| Custom Benchmark | 1.35% | 1.35% | 3.31% | 4.92% | 11.36% | -24.95% | 41.30% | 1.97% | 6.54% | 3.30% | 5.87% |
| SURS Lifetime Income Strategy Secure Income Portfolio | |||||||||||
| SURS Lifetime Income Strategy Secure Income Portfolio | -0.95% | -0.95% | 12.89% | 7.15% | 12.19% | -15.58% | 9.43% | 10.64% | 8.58% | 4.11% | 5.33% |
| Custom Benchmark | -0.95% | -0.95% | 13.79% | 8.35% | 13.37% | -14.59% | 10.66% | 11.45% | 9.62% | 5.15% | 6.42% |
| Invesment Name | Q1 ’26 | YTD ’26 | 2025 | 2024 | 2023 | 2022 | 2021 | 1-YR* | 3-YR* | 5-YR* | 10-YR* |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stable Value | |||||||||||
| SURS Fixed Account | Crediting Rate: 3.50% (April 1, 2025 through December 31, 2026) |
||||||||||
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.85% | 0.85% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 4.00% | 4.74% | 3.34% | 2.26% |
| Morningstar US Stable Value GR USD | 0.76% | 0.76% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 3.12% | 3.03% | 2.58% | 2.37% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. Core Bond Index Fund | 0.05% | 0.05% | 7.21% | 1.38% | 5.61% | -13.13% | -1.62% | 4.38% | 3.65% | 0.33% | 1.72% |
| Bloomberg US Agg Bond TR USD | -0.05% | -0.05% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 4.35% | 3.63% | 0.31% | 1.70% |
| Intermediate Core Bond | -0.10% | -0.10% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 4.22% | 3.61% | 0.25% | 1.73% |
| Inflation Protected Bond | |||||||||||
| SURS U.S. Inflation Protected Bond Fund | 0.32% | 0.32% | 6.98% | 1.86% | 3.85% | -11.90% | 5.72% | 2.99% | 3.12% | 1.41% | 2.58% |
| Bloomberg US Treasury US TIPS TR USD | 0.26% | 0.26% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 3.00% | 3.18% | 1.48% | 2.66% |
| Inflation-Protected Bond | 0.17% | 0.17% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 2.70% | 2.91% | 1.12% | 2.44% |
| Multisector Bond | |||||||||||
| SURS Multi-Sector Bond Fund | -0.55% | -0.55% | 11.04% | 5.42% | 9.32% | -7.81% | 2.61% | 6.91% | 7.46% | 3.81% | 4.85% |
| Bloomberg US Agg Bond TR USD | -0.05% | -0.05% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 4.35% | 3.63% | 0.31% | 1.70% |
| Multisector Bond | -0.37% | -0.37% | 7.96% | 5.98% | 8.69% | -10.77% | 2.43% | 5.70% | 6.58% | 2.62% | 4.00% |
| High Yield | |||||||||||
| SURS High Yield Bond Fund | -0.20% | -0.20% | 9.14% | 8.46% | 12.31% | -11.55% | 6.47% | 7.28% | 8.79% | 4.25% | 6.22% |
| Bloomberg US Corporate High Yield TR USD | -0.50% | -0.50% | 8.62% | 8.19% | 13.45% | -11.19% | 5.28% | 7.01% | 8.60% | 4.23% | 6.12% |
| High Yield Bond | -0.50% | -0.50% | 8.00% | 7.66% | 12.05% | -10.73% | 4.82% | 6.62% | 7.79% | 3.84% | 5.26% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. ESG Core Bond Fund | 0.17% | 0.17% | 7.50% | 2.56% | 6.04% | -14.01% | -1.03% | 4.86% | 4.28% | 0.52% | 2.07% |
| Bloomberg US Agg Bond TR USD | -0.05% | -0.05% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 4.35% | 3.63% | 0.31% | 1.70% |
| Intermediate Core Bond | -0.10% | -0.10% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 4.22% | 3.61% | 0.25% | 1.73% |
| Large Company Blend | |||||||||||
| SURS U.S. Large Cap Equity Index Fund | -4.34% | -4.34% | 17.88% | 25.03% | 26.30% | -18.10% | 28.74% | 17.81% | 18.32% | 12.07% | 14.19% |
| S&P 500 Index | -4.33% | -4.33% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 17.80% | 18.32% | 12.06% | 14.16% |
| Large Blend | -4.39% | -4.39% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 16.55% | 16.95% | 10.68% | 13.04% |
| Medium Company Blend | |||||||||||
| SURS U.S. Small-Mid Cap Equity Index Fund | -1.21% | -1.21% | 11.43% | 16.92% | 25.35% | -26.36% | 12.45% | 20.85% | 15.09% | 4.39% | 11.04% |
| Russell Mid Cap | 1.29% | 1.29% | 10.60% | 15.34% | 17.23% | -17.32% | 22.58% | 15.98% | 13.33% | 7.26% | 10.91% |
| Mid-Cap Blend | 0.86% | 0.86% | 7.39% | 13.64% | 15.92% | -14.78% | 24.26% | 15.66% | 11.28% | 6.50% | 9.97% |
| Small Company Value | |||||||||||
| SURS U.S. Small-Mid Cap Value Equity Fund | 6.48% | 6.48% | 11.82% | 8.38% | 15.47% | -8.94% | 25.57% | 25.70% | 13.55% | 7.97% | – |
| Russell 2000 Value | 4.96% | 4.96% | 12.59% | 8.05% | 14.65% | -14.48% | 28.27% | 28.09% | 13.80% | 5.79% | 9.61% |
| Small Value | 3.75% | 3.75% | 6.62% | 9.30% | 15.34% | -11.36% | 30.62% | 18.26% | 11.05% | 6.08% | 8.97% |
| Small/Mid Company Growth | |||||||||||
| SURS U.S. Small-Mid Cap Growth Equity Fund | -6.33% | -6.33% | 5.83% | 5.42% | 24.88% | -22.15% | 16.87% | 10.97% | 7.57% | 2.25% | 10.74% |
| Russell 2500 Growth | -3.52% | -3.52% | 10.31% | 13.90% | 18.93% | -26.21% | 5.04% | 19.31% | 10.61% | 1.75% | 10.46% |
| Mid-Cap Growth | -5.49% | -5.49% | 5.77% | 14.83% | 20.78% | -28.63% | 11.70% | 10.66% | 9.89% | 2.16% | 10.48% |
| Specialty-Real Estate | |||||||||||
| SURS U.S. REIT Index Fund | 1.29% | 1.29% | 3.23% | 4.94% | 11.82% | -26.17% | 40.41% | 1.86% | 6.43% | 3.20% | 4.66% |
| FTSE NAREIT All Equity REITS | 3.76% | 3.76% | 2.27% | 4.92% | 11.36% | -24.93% | 41.30% | 3.28% | 6.81% | 3.96% | 5.56% |
| Real Estate | 3.40% | 3.40% | 1.25% | 5.86% | 12.06% | -26.34% | 41.49% | 2.98% | 6.63% | 3.79% | 5.02% |
| Foreign Large Blend | |||||||||||
| SURS Non-U.S. Equity Index Fund | 1.25% | 1.25% | 32.70% | 5.16% | 15.93% | -16.29% | 8.74% | 27.31% | 15.28% | 7.50% | 8.81% |
| MSCI EAFE NR | -1.24% | -1.24% | 31.22% | 3.82% | 18.24% | -14.45% | 11.26% | 21.27% | 13.62% | 7.91% | 8.38% |
| Foreign Large Blend | 0.85% | 0.85% | 31.06% | 4.60% | 16.14% | -16.01% | 10.24% | 22.78% | 14.13% | 7.23% | 8.36% |
| Foreign Large Value | |||||||||||
| SURS Non-U.S. Value Equity Fund | 3.48% | 3.48% | 46.41% | 5.23% | 16.65% | -5.01% | 11.05% | 34.06% | 20.80% | 12.59% | – |
| MSCI EAFE NR | 2.00% | 2.00% | 42.25% | 5.68% | 18.95% | -5.58% | 10.89% | 30.05% | 19.86% | 12.19% | 9.34% |
| Foreign Large Value | 2.75% | 2.75% | 38.99% | 4.58% | 17.88% | -10.37% | 11.87% | 28.53% | 17.69% | 10.78% | 8.90% |
| Foreign Large Growth | |||||||||||
| SURS Non-U.S. Growth Equity Fund | -5.13% | -5.13% | 20.21% | 9.48% | 14.81% | -30.79% | -0.74% | 12.45% | 8.41% | -0.10% | 10.40% |
| MSCI EAFE NR | -4.71% | -4.71% | 20.76% | 2.05% | 17.58% | -22.95% | 11.25% | 12.67% | 7.51% | 3.55% | 7.13% |
| Foreign Large Growth | -3.73% | -3.73% | 19.57% | 4.84% | 15.97% | -25.18% | 8.55% | 11.59% | 8.38% | 2.25% | 7.49% |
| Global Large Stock Blend | |||||||||||
| SURS Global ESG Equity Fund | -2.44% | -2.44% | 22.21% | 17.52% | 21.88% | -19.13% | 18.22% | 21.22% | 16.76% | 9.37% | – |
| MSCI ACWI NR USD | -3.20% | -3.20% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 20.01% | 16.58% | 9.49% | 11.33% |
| Global Large-Stock Blend | -2.30% | -2.30% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 18.47% | 14.24% | 8.36% | 10.31% |
| Money Market | |||||||||||
| CREF Money Market R3 | 0.89% | 0.89% | 4.20% | 5.13% | 4.97% | 1.24% | 0.00% | 4.03% | 4.70% | 3.27% | 2.07% |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.85% | 0.85% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 4.00% | 4.74% | 3.34% | 2.26% |
| Stable Value | |||||||||||
| TIAA Traditional – Retirement Choice | – | – | – | – | – | – | – | – | – | – | – |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.85% | 0.85% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 4.00% | 4.74% | 3.34% | 2.26% |
| Morningstar US Stable Value GR USD | 0.76% | 0.76% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 3.12% | 3.03% | 2.58% | 2.37% |
| Inflation Protected Bond | |||||||||||
| CREF Inflation-Linked Bond R3 | 0.67% | 0.67% | 7.19% | 3.43% | 4.62% | -6.34% | 5.28% | 3.98% | 4.33% | 2.88% | 3.01% |
| Bloomberg US Treasury US TIPS TR USD | 0.26% | 0.26% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 3.00% | 3.18% | 1.48% | 2.66% |
| Inflation-Protected Bond | 0.17% | 0.17% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 2.70% | 2.91% | 1.12% | 2.44% |
| Intermediate Core Bond | |||||||||||
| CREF Core Bond R3 | 0.06% | 0.06% | 7.50% | 2.35% | 6.31% | -13.14% | -1.23% | 4.64% | 4.27% | 0.69% | 2.12% |
| Bloomberg US Agg Bond TR USD | -0.05% | -0.05% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 4.35% | 3.63% | 0.31% | 1.70% |
| Intermediate Core Bond | -0.10% | -0.10% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 4.22% | 3.61% | 0.25% | 1.73% |
| Moderate Allocation | |||||||||||
| CREF Responsible Balanced Account R3 | -1.59% | -1.59% | 15.03% | 8.87% | 14.82% | -15.47% | 12.64% | 12.21% | 10.38% | 5.64% | 7.88% |
| 60% S&P 500, 40% Bloomberg Agg | -2.62% | -2.62% | 13.70% | 15.04% | 17.67% | -15.79% | 15.86% | 12.35% | 12.36% | 7.41% | 9.26% |
| Moderate Allocation | -1.50% | -1.50% | 13.19% | 11.85% | 14.19% | -14.87% | 14.15% | 12.60% | 11.30% | 6.42% | 8.22% |
| Private Real Estate | |||||||||||
| TIAA Real Estate Account | 0.61% | 0.61% | 3.97% | -4.12% | -13.62% | 8.19% | 17.87% | 3.60% | -3.89% | 1.56% | 2.70% |
| NCREIF Property Index | 1.19% | 1.19% | 4.91% | 0.43% | -7.94% | 5.53% | 17.70% | 4.82% | -0.01% | 3.69% | 4.74% |
| NCREIF ODCE Index | 1.04% | 1.04% | 2.92% | -2.27% | -12.73% | 6.55% | 21.02% | 3.11% | -2.81% | 2.34% | 3.79% |
| Large Company Blend | |||||||||||
| CREF S&P 500 Index Account R3 | -4.37% | -4.37% | 17.11% | 23.52% | 25.77% | -19.25% | 25.52% | 17.59% | 17.54% | 10.65% | 13.49% |
| S&P 500 Index | -4.33% | -4.33% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 17.80% | 18.32% | 12.06% | 14.16% |
| Large Blend | -4.39% | -4.39% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 16.55% | 16.95% | 10.68% | 13.04% |
| Large Company Growth | |||||||||||
| CREF Growth R3 | -9.56% | -9.56% | 16.81% | 32.01% | 46.09% | -32.34% | 20.43% | 18.92% | 20.93% | 10.33% | 15.27% |
| Russell 1000 Growth | -9.78% | -9.78% | 18.56% | 33.36% | 42.68% | -29.14% | 27.60% | 18.81% | 21.18% | 12.76% | 16.83% |
| Large Growth | -9.51% | -9.51% | 15.60% | 29.76% | 39.35% | -31.16% | 21.96% | 16.00% | 19.11% | 9.09% | 14.51% |
| Global Large Stock Blend | |||||||||||
| CREF Global Equities R3 | -2.41% | -2.41% | 21.67% | 19.08% | 23.94% | -18.49% | 15.65% | 22.10% | 17.64% | 9.84% | 11.79% |
| CREF Total Global Stock Account R3 | -1.91% | -1.91% | 21.46% | 16.60% | 22.37% | -18.45% | 18.92% | 21.41% | 16.70% | 9.33% | 11.66% |
| MSCI ACWI NR USD | -3.20% | -3.20% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 20.01% | 16.58% | 9.49% | 11.33% |
| Global Large-Stock Blend | -2.30% | -2.30% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 18.47% | 14.24% | 8.36% | 10.31% |
4th Quarter RSP/DCP Returns | Ending 12/31/25
| Invesment Name | Q4 ’25 | YTD ’25 | 2024 | 2023 | 2022 | 2021 | 2020 | 1-YR* | 3-YR* | 5-YR* | SI-IRR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SURS Lifetime Income Strategy Cash Portfolio | |||||||||||
| SURS Lifetime Income Strategy Cash Portfolio | 1.04% | 4.20% | 5.16% | 5.03% | 1.50% | –0.10% | – | 4.20% | 4.80% | 3.14% | 2.93% |
| Custom Benchmark | 1.02% | 4.40% | 5.45% | 5.26% | 1.50% | 0.05% | – | 4.40% | 5.03% | 3.31% | 3.09% |
| SURS Lifetime Income Strategy Bond Portfolio | |||||||||||
| SURS Lifetime Income Strategy Bond Portfolio | 0.80% | 7.19% | 1.50% | 4.84% | -12.67% | 0.79% | – | 7.19% | 4.48% | 0.08% | 0.26% |
| Custom Benchmark | 0.84% | 7.28% | 1.46% | 4.97% | -12.57% | 1.03% | – | 7.28% | 4.54% | 0.18% | 0.35% |
| SURS Lifetime Income Strategy Equity Portfolio | |||||||||||
| SURS Lifetime Income Strategy Equity Portfolio | 3.26% | 23.01% | 15.93% | 22.00% | -18.22% | 18.68% | – | 23.01% | 20.27% | 11.05% | 12.73% |
| Custom Benchmark | 3.25% | 22.73% | 16.06% | 21.90% | -18.32% | 18.58% | – | 22.73% | 20.19% | 10.96% | 12.65% |
| SURS Lifetime Income Strategy Real Assets Portfolio | |||||||||||
| SURS Lifetime Income Strategy Real Assets Portfolio | –2.46% | 3.14% | 4.90% | 11.77% | -26.24% | 40.37% | – | 3.14% | 6.54% | 4.60% | 5.71% |
| Custom Benchmark | -2.39% | 3.31% | 4.92% | 11.36% | -24.95% | 41.30% | – | 3.31% | 6.71% | 4.76% | 5.88% |
| SURS Lifetime Income Strategy Secure Income Portfolio | |||||||||||
| SURS Lifetime Income Strategy Secure Income Portfolio | 1.66% | 12.89% | 7.15% | 12.19% | -15.58% | 9.43% | – | 12.89% | 10.72% | 4.63% | 5.78% |
| Custom Benchmark | 1.98% | 13.79% | 8.35% | 13.37% | -14.59% | 10.66% | – | 13.79% | 11.81% | 5.73% | 6.92% |
| Invesment Name | Q4 ’25 | YTD ’25 | 2024 | 2023 | 2022 | 2021 | 2020 | 1-YR* | 3-YR* | 5-YR* | 10-YR* |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stable Value | |||||||||||
| SURS Fixed Account | Crediting Rate: 3.50% (April 1, 2025 through December 31, 2026) |
||||||||||
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.97% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 0.67% | 4.18% | 4.81% | 3.17% | 2.18% |
| Morningstar US Stable Value GR USD | 0.79% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 2.26% | 3.10% | 2.99% | 2.52% | 2.34% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. Core Bond Index Fund | 1.00% | 7.21% | 1.38% | 5.61% | -13.13% | –1.62% | 7.67% | 7.21% | 4.71% | –0.38% | 2.01% |
| Bloomberg US Agg Bond TR USD | 1.10% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 7.51% | 7.30% | 4.66% | -0.36% | 2.01% |
| Intermediate Core Bond | 0.98% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 7.93% | 7.13% | 4.70% | -0.41% | 2.01% |
| Inflation Protected Bond | |||||||||||
| SURS U.S. Inflation Protected Bond Fund | 0.14% | 6.98% | 1.86% | 3.85% | -11.90% | 5.72% | 11.05% | 6.98% | 4.21% | 1.06% | 3.01% |
| Bloomberg US Treasury US TIPS TR USD | 0.13% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 10.99% | 7.01% | 4.23% | 1.13% | 3.09% |
| Inflation-Protected Bond | 0.00% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 10.48% | 6.67% | 3.98% | 0.77% | 2.80% |
| Multisector Bond | |||||||||||
| SURS Multi-Sector Bond Fund | 2.54% | 11.04% | 5.42% | 9.32% | –7.81% | 2.61% | 5.80% | 11.04% | 8.57% | 3.89% | 5.09% |
| Bloomberg US Agg Bond TR USD | 1.10% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 7.51% | 7.30% | 4.66% | -0.36% | 2.01% |
| Multisector Bond | 1.28% | 7.96% | 5.98% | 8.69% | -10.77% | 2.43% | 6.53% | 7.96% | 7.61% | 2.65% | 4.23% |
| High Yield | |||||||||||
| SURS High Yield Bond Fund | 1.24% | 9.14% | 8.46% | 12.31% | -11.55% | 6.47% | 5.72% | 9.14% | 9.95% | 4.60% | 6.59% |
| Bloomberg US Corporate High Yield TR USD | 1.31% | 8.62% | 8.19% | 13.45% | -11.19% | 5.28% | 7.11% | 8.62% | 10.06% | 4.51% | 6.53% |
| High Yield Bond | 1.34% | 8.00% | 7.66% | 12.05% | -10.73% | 4.82% | 5.24% | 8.00% | 9.17% | 4.14% | 5.55% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. ESG Core Bond Fund | 1.09% | 7.50% | 2.56% | 6.04% | -14.01% | –1.03% | 7.45% | 7.50% | 5.34% | –0.10% | 2.32% |
| Bloomberg US Agg Bond TR USD | 1.10% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 7.51% | 7.30% | 4.66% | -0.36% | 2.01% |
| Intermediate Core Bond | 0.98% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 7.93% | 7.13% | 4.70% | -0.41% | 2.01% |
| Large Company Blend | |||||||||||
| SURS U.S. Large Cap Equity Index Fund | 2.66% | 17.88% | 25.03% | 26.30% | -18.10% | 28.74% | 18.48% | 17.88% | 23.01% | 14.44% | 14.85% |
| S&P 500 Index | 2.66% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 17.88% | 23.01% | 14.42% | 14.82% |
| Large Blend | 2.46% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 17.52% | 16.43% | 21.48% | 13.09% | 13.56% |
| Medium Company Blend | |||||||||||
| SURS U.S. Small-Mid Cap Equity Index Fund | 0.17% | 11.43% | 16.92% | 25.35% | -26.36% | 12.45% | 32.16% | 11.43% | 17.76% | 6.22% | 11.09% |
| Russell Mid Cap | 0.16% | 10.60% | 15.34% | 17.23% | -17.32% | 22.58% | 17.10% | 10.60% | 14.36% | 8.67% | 11.01% |
| Mid-Cap Blend | 1.22% | 7.39% | 13.64% | 15.92% | -14.78% | 24.26% | 12.57% | 7.39% | 12.26% | 8.47% | 10.09% |
| Small Company Value | |||||||||||
| SURS U.S. Small-Mid Cap Value Equity Fund | 3.06% | 11.82% | 8.38% | 15.47% | –8.94% | 25.57% | 20.23% | 11.82% | 11.85% | 9.86% | – |
| Russell 2000 Value | 3.26% | 12.59% | 8.05% | 14.65% | -14.48% | 28.27% | 4.63% | 12.59% | 11.73% | 8.88% | 9.27% |
| Small Value | 1.84% | 6.62% | 9.30% | 15.34% | -11.36% | 30.62% | 3.39% | 6.62% | 10.42% | 9.33% | 8.77% |
| Small/Mid Company Growth | |||||||||||
| SURS U.S. Small-Mid Cap Growth Equity Fund | 3.39% | 5.83% | 5.42% | 24.88% | -22.15% | 16.87% | 43.60% | 5.83% | 11.69% | 4.86% | 10.90% |
| Russell 2500 Growth | 0.33% | 10.31% | 13.90% | 18.93% | -26.21% | 5.04% | 40.47% | 10.31% | 14.32% | 2.98% | 10.55% |
| Mid-Cap Growth | -2.98% | 5.77% | 14.83% | 20.78% | -28.63% | 11.70% | 36.39% | 5.77% | 14.25% | 3.55% | 10.75% |
| Specialty-Real Estate | |||||||||||
| SURS U.S. REIT Index Fund | –2.41% | 3.23% | 4.94% | 11.82% | -26.17% | 40.41% | –4.67% | 3.23% | 6.60% | 4.66% | 5.16% |
| FTSE NAREIT All Equity REITS | -2.15% | 2.27% | 4.92% | 11.36% | -24.93% | 41.30% | -5.12% | 2.27% | 6.12% | 4.86% | 5.77% |
| Real Estate | -1.85% | 1.25% | 5.86% | 12.06% | -26.34% | 41.49% | -4.60% | 1.25% | 6.43% | 4.86% | 5.14% |
| Foreign Large Blend | |||||||||||
| SURS Non-U.S. Equity Index Fund | 4.77% | 32.70% | 5.16% | 15.93% | -16.29% | 8.74% | 11.36% | 32.70% | 17.39% | 8.05% | 8.72% |
| MSCI EAFE NR | 4.86% | 31.22% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 31.22% | 17.22% | 8.92% | 8.18% |
| Foreign Large Blend | 4.30% | 31.06% | 4.60% | 16.14% | -16.01% | 10.24% | 9.80% | 31.06% | 16.90% | 8.02% | 8.06% |
| Foreign Large Value | |||||||||||
| SURS Non-U.S. Value Equity Fund | 6.00% | 46.35% | 5.23% | 16.65% | –5.01% | 11.05% | – | 46.35% | 21.57% | 13.64% | – |
| MSCI EAFE NR | 4.86% | 31.22% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 31.22% | 17.22% | 8.92% | 8.18% |
| Foreign Large Value | 6.59% | 38.99% | 4.58% | 17.88% | -10.37% | 11.87% | 2.62% | 38.99% | 19.71% | 11.33% | 8.23% |
| Foreign Large Growth | |||||||||||
| SURS Non-U.S. Growth Equity Fund | –0.89% | 20.21% | 9.48% | 14.81% | -30.79% | –0.74% | 59.74% | 20.21% | 14.75% | 0.75% | 10.76% |
| MSCI EAFE NR | 4.86% | 31.22% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 31.22% | 17.22% | 8.92% | 8.18% |
| Foreign Large Growth | 1.35% | 19.57% | 4.84% | 15.97% | -25.18% | 8.55% | 22.33% | 19.57% | 13.78% | 3.56% | 7.72% |
| Global Large Stock Blend | |||||||||||
| SURS Global ESG Equity Fund | 3.49% | 22.21% | 17.52% | 21.88% | -19.13% | 18.22% | 19.00% | 22.21% | 20.51% | 10.84% | – |
| MSCI ACWI NR USD | 3.29% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 16.25% | 22.34% | 20.65% | 11.19% | 11.72% |
| Global Large-Stock Blend | 3.00% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 14.21% | 20.29% | 17.79% | 9.85% | 10.55% |
| Money Market | |||||||||||
| CREF Money Market R3 | 0.98% | 4.20% | 5.13% | 4.97% | 1.24% | 0.00% | 0.38% | 4.20% | 4.77% | 3.09% | 1.99% |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.97% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 0.67% | 4.18% | 4.81% | 3.17% | 2.18% |
| Stable Value | |||||||||||
| TIAA Traditional – Retirement Choice | – | – | – | – | – | – | – | – | – | – | – |
| ICE BofA ML US Treasury Bill 3 Mon USD | 0.97% | 4.18% | 5.25% | 5.02% | 1.46% | 0.05% | 0.67% | 4.18% | 4.81% | 3.17% | 2.18% |
| Morningstar US Stable Value GR USD | 0.79% | 3.10% | 3.03% | 2.85% | 1.89% | 1.74% | 2.26% | 3.10% | 2.99% | 2.52% | 2.34% |
| Inflation Protected Bond | |||||||||||
| CREF Inflation-Linked Bond R3 | 0.28% | 7.19% | 3.43% | 4.62% | –6.34% | 5.28% | 8.03% | 7.19% | 5.07% | 2.72% | 3.35% |
| Bloomberg US Treasury US TIPS TR USD | 0.13% | 7.01% | 1.84% | 3.90% | -11.85% | 5.96% | 10.99% | 7.01% | 4.23% | 1.13% | 3.09% |
| Inflation-Protected Bond | 0.00% | 6.67% | 1.86% | 3.46% | -12.03% | 5.05% | 10.48% | 6.67% | 3.98% | 0.77% | 2.80% |
| Intermediate Core Bond | |||||||||||
| CREF Core Bond R3 | 1.06% | 7.50% | 2.35% | 6.31% | -13.14% | –1.23% | 7.92% | 7.50% | 5.36% | 0.07% | 2.42% |
| Bloomberg US Agg Bond TR USD | 1.10% | 7.30% | 1.25% | 5.53% | -13.01% | -1.55% | 7.51% | 7.30% | 4.66% | -0.36% | 2.01% |
| Intermediate Core Bond | 0.98% | 7.13% | 1.49% | 5.58% | -13.45% | -1.54% | 7.93% | 7.13% | 4.70% | -0.41% | 2.01% |
| Moderate Allocation | |||||||||||
| CREF Responsible Balanced Account R3 | 1.96% | 15.03% | 8.87% | 14.82% | -15.47% | 12.64% | 13.52% | 15.03% | 12.87% | 6.49% | 8.23% |
| 60% S&P 500, 40% Bloomberg Agg | 2.03% | 13.70% | 15.04% | 17.67% | -15.79% | 15.86% | 14.73% | 13.70% | 15.46% | 8.47% | 9.78% |
| Moderate Allocation | 2.15% | 13.19% | 11.85% | 14.19% | -14.87% | 14.15% | 12.31% | 13.19% | 13.71% | 7.57% | 8.49% |
| Private Real Estate | |||||||||||
| TIAA Real Estate Account | 1.01% | 3.97% | –4.12% | -13.62% | 8.19% | 17.87% | –0.84% | 3.97% | –4.86% | 1.89% | 2.83% |
| NCREIF Property Index | 1.15% | 4.91% | 0.43% | -7.94% | 5.53% | 17.70% | 1.60% | 4.91% | -1.01% | 3.79% | 4.85% |
| NCREIF ODCE Index | 0.68% | 2.90% | -2.27% | -12.73% | 6.55% | 21.02% | 0.34% | 2.90% | -4.26% | 2.50% | 3.88% |
| Large Company Blend | |||||||||||
| CREF S&P 500 Index Account R3 | 2.62% | 17.11% | 23.52% | 25.77% | -19.25% | 25.52% | 20.63% | 17.11% | 22.08% | 13.02% | 14.10% |
| S&P 500 Index | 2.66% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 17.88% | 23.01% | 14.42% | 14.82% |
| Large Blend | 2.46% | 16.43% | 23.29% | 24.66% | -18.21% | 26.48% | 17.52% | 16.43% | 21.48% | 13.09% | 13.56% |
| Large Company Growth | |||||||||||
| CREF Growth R3 | 1.42% | 16.81% | 32.01% | 46.09% | -32.34% | 20.43% | 40.76% | 16.81% | 31.09% | 12.92% | 16.23% |
| Russell 1000 Growth | 1.12% | 18.56% | 33.36% | 42.68% | -29.14% | 27.60% | 38.49% | 18.56% | 31.15% | 15.32% | 18.13% |
| Large Growth | 0.88% | 15.61% | 29.76% | 39.35% | -31.16% | 21.96% | 35.95% | 15.61% | 28.24% | 11.48% | 15.41% |
| Global Large Stock Blend | |||||||||||
| CREF Global Equities R3 | 3.77% | 21.67% | 19.08% | 23.94% | -18.49% | 15.65% | 22.75% | 21.67% | 21.55% | 11.10% | 11.85% |
| CREF Total Global Stock Account R3 | 3.28% | 21.46% | 16.60% | 22.37% | -18.45% | 18.92% | 17.91% | 21.46% | 20.12% | 10.94% | 11.89% |
| MSCI ACWI NR USD | 3.29% | 22.34% | 17.49% | 22.20% | -18.36% | 18.54% | 16.25% | 22.34% | 20.65% | 11.19% | 11.72% |
| Global Large-Stock Blend | 3.00% | 20.29% | 13.36% | 19.40% | -17.66% | 17.85% | 14.21% | 20.29% | 17.79% | 9.85% | 10.55% |
3rd Quarter RSP/DCP Returns | Ending 09/30/25
| Invesment Name | Q3 ’25 | YTD ’25 | 2024 | 2023 | 2022 | 2021 | 2020 | 1-YR* | 3-YR* | 5-YR* | SI-IRR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SURS Lifetime Income Strategy Cash Portfolio | |||||||||||
| SURS Lifetime Income Strategy Cash Portfolio | 1.05% | 3.13% | 5.16% | 5.03% | 1.50% | –0.10% | – | 4.34% | 4.75% | 2.92% | 2.87% |
| Custom Benchmark | 1.11% | 3.34% | 5.45% | 5.26% | 1.50% | 0.05% | – | 4.61% | 4.98% | 3.10% | 3.04% |
| SURS Lifetime Income Strategy Bond Portfolio | |||||||||||
| SURS Lifetime Income Strategy Bond Portfolio | 2.03% | 6.34% | 1.50% | 4.84% | -12.67% | 0.79% | – | 3.07% | 4.80% | 0.14% | 0.12% |
| Custom Benchmark | 2.06% | 6.39% | 1.46% | 4.97% | -12.57% | 1.03% | – | 3.20% | 4.92% | 0.22% | 0.21% |
| SURS Lifetime Income Strategy Equity Portfolio | |||||||||||
| SURS Lifetime Income Strategy Equity Portfolio | 7.74% | 19.12% | 15.93% | 22.00% | -18.22% | 18.68% | – | 17.44% | 22.90% | 13.59% | 12.68% |
| Custom Benchmark | 7.71% | 18.87% | 16.06% | 21.90% | -18.32% | 18.58% | – | 17.26% | 22.75% | 13.53% | 12.60% |
| SURS Lifetime Income Strategy Real Assets Portfolio | |||||||||||
| SURS Lifetime Income Strategy Real Assets Portfolio | 3.76% | 5.75% | 4.90% | 11.77% | -26.24% | 40.37% | – | –2.34% | 8.95% | 7.00% | 6.52% |
| Custom Benchmark | 3.76% | 5.90% | 4.92% | 11.36% | -24.95% | 41.30% | – | -2.73% | 8.82% | 7.25% | 6.77% |
| SURS Lifetime Income Strategy Secure Income Portfolio | |||||||||||
| SURS Lifetime Income Strategy Secure Income Portfolio | 4.22% | 11.05% | 7.15% | 12.19% | -15.58% | 9.43% | – | 8.15% | 12.26% | 5.95% | 5.73% |
| Custom Benchmark | 4.45% | 11.58% | 8.35% | 13.37% | -14.59% | 10.66% | – | 9.05% | 13.38% | 7.09% | 6.86% |
| Invesment Name | Q3 ’25 | YTD ’25 | 2024 | 2023 | 2022 | 2021 | 2020 | 1-YR* | 3-YR* | 5-YR* | 10-YR* |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stable Value | |||||||||||
| SURS Fixed Account | Crediting Rate: 3.50% (April 1, 2025 through December 31, 2026) |
||||||||||
| ICE BofA ML US Treasury Bill 3 Mon USD | 1.08% | 3.17% | 5.25% | 5.01% | 1.46% | 0.05% | 0.67% | 4.38% | 4.77% | 2.98% | 2.08% |
| Morningstar US Stable Value GR USD | 0.77% | 2.29% | 3.03% | 2.85% | 1.89% | 1.74% | 2.26% | 3.07% | 2.91% | 2.47% | 2.30% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. Core Bond Index Fund | 2.04% | 6.15% | 1.38% | 5.61% | -13.13% | –1.62% | 7.67% | 2.93% | 4.94% | –0.45% | 1.86% |
| Bloomberg US Agg Bond TR USD | 2.03% | 6.13% | 1.25% | 5.53% | -13.01% | -1.54% | 7.51% | 2.88% | 4.93% | -0.45% | 1.84% |
| Intermediate Core Bond | 2.02% | 6.07% | 1.49% | 5.56% | -13.45% | -1.53% | 7.88% | 2.84% | 4.92% | -0.38% | 1.84% |
| Inflation Protected Bond | |||||||||||
| SURS U.S. Inflation Protected Bond Fund | 2.05% | 6.83% | 1.86% | 3.85% | -11.90% | 5.72% | 11.05% | 3.60% | 4.78% | 1.37% | 2.92% |
| Bloomberg US Treasury US TIPS TR USD | 2.10% | 6.87% | 1.84% | 3.90% | -11.85% | 5.96% | 10.99% | 3.79% | 4.88% | 1.42% | 3.01% |
| Inflation-Protected Bond | 1.99% | 6.69% | 1.86% | 3.46% | -12.03% | 5.05% | 10.51% | 3.55% | 4.68% | 1.14% | 2.72% |
| Multisector Bond | |||||||||||
| SURS Multi-Sector Bond Fund | 2.57% | 8.29% | 5.42% | 9.32% | –7.81% | 2.61% | 5.80% | 7.24% | 8.87% | 4.28% | 4.88% |
| Bloomberg US Agg Bond TR USD | 2.03% | 6.13% | 1.25% | 5.53% | -13.01% | -1.54% | 7.51% | 2.88% | 4.93% | -0.45% | 1.84% |
| Multisector Bond | 2.32% | 6.54% | 6.02% | 8.76% | -10.83% | 2.54% | 6.37% | 5.69% | 7.99% | 3.36% | 4.00% |
| High Yield | |||||||||||
| SURS High Yield Bond Fund | 2.39% | 7.80% | 8.46% | 12.31% | -11.55% | 6.47% | 5.72% | 7.65% | 10.83% | 5.57% | 6.25% |
| Bloomberg US Corporate High Yield TR USD | 2.54% | 7.22% | 8.19% | 13.44% | -11.19% | 5.28% | 7.11% | 7.41% | 11.09% | 5.55% | 6.17% |
| High Yield Bond | 2.31% | 6.49% | 7.67% | 12.05% | -10.73% | 4.83% | 5.25% | 6.78% | 10.17% | 5.02% | 5.21% |
| Intermediate Core Bond | |||||||||||
| SURS U.S. ESG Core Bond Fund | 2.21% | 6.33% | 2.56% | 6.04% | -14.01% | –1.03% | 7.45% | 3.29% | 5.38% | –0.04% | 2.14% |
| Bloomberg US Agg Bond TR USD | 2.03% | 6.13% | 1.25% | 5.53% | -13.01% | -1.54% | 7.51% | 2.88% | 4.93% | -0.45% | 1.84% |
| Intermediate Core Bond | 2.02% | 6.07% | 1.49% | 5.56% | -13.45% | -1.53% | 7.88% | 2.84% | 4.92% | -0.38% | 1.84% |
| Large Company Blend | |||||||||||
| SURS U.S. Large Cap Equity Index Fund | 8.13% | 14.83% | 25.03% | 26.30% | -18.10% | 28.74% | 18.48% | 17.59% | 24.94% | 16.48% | 15.33% |
| S&P 500 Index | 8.12% | 14.83% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 17.60% | 24.94% | 16.47% | 15.30% |
| Large Blend | 7.18% | 13.59% | 23.07% | 24.45% | -18.19% | 26.53% | 17.62% | 15.51% | 23.32% | 15.36% | 13.93% |
| Medium Company Blend | |||||||||||
| SURS U.S. Small-Mid Cap Equity Index Fund | 8.90% | 11.24% | 16.92% | 25.35% | -26.36% | 12.45% | 32.16% | 16.49% | 19.69% | 11.47% | 11.41% |
| Russell Mid Cap | 5.33% | 10.42% | 15.34% | 17.23% | -17.32% | 22.58% | 17.10% | 11.11% | 17.69% | 12.66% | 11.39% |
| Mid-Cap Blend | 5.14% | 6.66% | 13.65% | 15.89% | -14.79% | 24.24% | 12.93% | 6.24% | 15.26% | 12.22% | 10.08% |
| Small Company Value | |||||||||||
| SURS U.S. Small-Mid Cap Value Equity Fund | 7.73% | 8.50% | 8.38% | 15.47% | –8.94% | 25.57% | 20.23% | 7.44% | 14.50% | 14.62% | – |
| Russell 2000 Value | 12.60% | 9.04% | 8.05% | 14.65% | -14.48% | 28.27% | 4.63% | 7.88% | 13.56% | 14.59% | 9.23% |
| Small Value | 7.79% | 4.44% | 9.31% | 15.34% | -11.36% | 30.59% | 3.52% | 4.22% | 13.53% | 14.98% | 8.82% |
| Small/Mid Company Growth | |||||||||||
| SURS U.S. Small-Mid Cap Growth Equity Fund | 5.93% | 2.36% | 5.42% | 24.88% | -22.15% | 16.87% | 43.60% | 4.51% | 12.22% | 8.53% | 10.82% |
| Russell 2500 Growth | 10.73% | 9.95% | 13.90% | 18.93% | -26.21% | 5.04% | 40.47% | 12.62% | 15.97% | 7.76% | 10.93% |
| Mid-Cap Growth | 3.18% | 7.42% | 15.01% | 20.68% | -28.67% | 11.75% | 38.88% | 11.48% | 16.50% | 7.56% | 11.42% |
| Specialty-Real Estate | |||||||||||
| SURS U.S. REIT Index Fund | 3.76% | 5.77% | 4.94% | 11.82% | -26.17% | 40.41% | –4.67% | –2.30% | 9.01% | 7.05% | 6.15% |
| FTSE NAREIT All Equity REITS | 2.67% | 4.51% | 4.92% | 11.36% | -24.95% | 41.30% | -5.12% | -4.00% | 8.34% | 6.97% | 6.79% |
| Real Estate | 2.10% | 2.94% | 5.86% | 12.06% | -26.34% | 41.54% | -4.55% | -3.98% | 8.44% | 7.19% | 6.03% |
| Foreign Large Blend | |||||||||||
| SURS Non-U.S. Equity Index Fund | 6.97% | 26.66% | 5.16% | 15.93% | -16.29% | 8.74% | 11.36% | 16.93% | 20.99% | 10.45% | 8.53% |
| MSCI EAFE NR | 4.77% | 25.14% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 14.99% | 21.70% | 11.15% | 8.17% |
| Foreign Large Blend | 5.16% | 25.70% | 4.55% | 16.12% | -16.05% | 10.18% | 10.34% | 16.09% | 21.10% | 10.41% | 7.95% |
| Foreign Large Value | |||||||||||
| SURS Non-U.S. Value Equity Fund | 8.86% | 38.06% | 5.23% | 16.65% | –5.01% | 11.05% | – | 29.63% | 26.27% | – | – |
| MSCI EAFE NR | 4.77% | 25.14% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 14.99% | 21.70% | 11.15% | 8.17% |
| Foreign Large Value | 6.29% | 30.65% | 4.75% | 17.87% | -9.85% | 11.67% | 2.90% | 20.68% | 23.89% | 13.67% | 7.95% |
| Foreign Large Growth | |||||||||||
| SURS Non-U.S. Growth Equity Fund | 4.47% | 21.29% | 9.48% | 14.81% | -30.79% | –0.74% | 59.74% | 14.69% | 19.74% | 5.07% | 11.62% |
| MSCI EAFE NR | 4.77% | 25.14% | 3.82% | 18.24% | -14.45% | 11.26% | 7.82% | 14.99% | 21.70% | 11.15% | 8.17% |
| Foreign Large Growth | 2.47% | 18.50% | 4.70% | 15.92% | -25.22% | 8.41% | 22.49% | 10.37% | 18.70% | 6.33% | 8.02% |
| Global Large Stock Blend | |||||||||||
| SURS Global ESG Equity Fund | 7.24% | 18.08% | 17.52% | 21.88% | -19.13% | 18.22% | 19.00% | 16.79% | 22.95% | 13.29% | – |
| MSCI ACWI NR USD | 7.62% | 18.44% | 17.49% | 22.20% | -18.36% | 18.54% | 16.25% | 17.27% | 23.12% | 13.54% | 11.91% |
| Global Large-Stock Blend | 5.69% | 17.05% | 13.37% | 19.37% | -17.58% | 17.90% | 14.51% | 14.80% | 20.88% | 11.96% | 10.75% |
| Money Market | |||||||||||
| CREF Money Market R3 | 1.06% | 3.19% | 5.13% | 4.97% | 1.24% | 0.00% | 0.38% | 4.39% | 4.71% | 2.89% | 1.89% |
| ICE BofA ML US Treasury Bill 3 Mon USD | 1.08% | 3.17% | 5.25% | 5.01% | 1.46% | 0.05% | 0.67% | 4.38% | 4.77% | 2.98% | 2.08% |
| Stable Value | |||||||||||
| TIAA Traditional – Retirement Choice | – | – | – | – | – | – | – | – | – | – | – |
| ICE BofA ML US Treasury Bill 3 Mon USD | 1.08% | 3.17% | 5.25% | 5.01% | 1.46% | 0.05% | 0.67% | 4.38% | 4.77% | 2.98% | 2.08% |
| Morningstar US Stable Value GR USD | 0.77% | 2.29% | 3.03% | 2.85% | 1.89% | 1.74% | 2.26% | 3.07% | 2.91% | 2.47% | 2.30% |
| Inflation Protected Bond | |||||||||||
| CREF Inflation-Linked Bond R3 | 1.89% | 6.89% | 3.43% | 4.62% | –6.34% | 5.28% | 8.03% | 5.05% | 5.49% | 2.96% | 3.23% |
| Bloomberg US Treasury US TIPS TR USD | 2.10% | 6.87% | 1.84% | 3.90% | -11.85% | 5.96% | 10.99% | 3.79% | 4.88% | 1.42% | 3.01% |
| Inflation-Protected Bond | 1.99% | 6.69% | 1.86% | 3.46% | -12.03% | 5.05% | 10.51% | 3.55% | 4.68% | 1.14% | 2.72% |
| Intermediate Core Bond | |||||||||||
| CREF Core Bond R3 | 2.10% | 6.38% | 2.35% | 6.31% | -13.14% | –1.23% | 7.92% | 3.41% | 5.62% | 0.16% | 2.25% |
| Bloomberg US Agg Bond TR USD | 2.03% | 6.13% | 1.25% | 5.53% | -13.01% | -1.54% | 7.51% | 2.88% | 4.93% | -0.45% | 1.84% |
| Intermediate Core Bond | 2.02% | 6.07% | 1.49% | 5.56% | -13.45% | -1.53% | 7.88% | 2.84% | 4.92% | -0.38% | 1.84% |
| Moderate Allocation | |||||||||||
| CREF Social Choice R3 | 3.78% | 12.82% | 8.87% | 14.82% | -15.47% | 12.64% | 13.52% | 9.59% | 14.86% | 7.99% | 8.34% |
| 60% S&P 500, 40% Bloomberg Agg | 5.66% | 11.43% | 15.04% | 17.67% | -15.79% | 15.86% | 14.73% | 11.67% | 16.71% | 9.62% | 9.99% |
| Moderate Allocation | 4.92% | 10.85% | 12.18% | 14.47% | -15.44% | 14.19% | 12.48% | 10.28% | 15.16% | 9.05% | 8.57% |
| Private Real Estate | |||||||||||
| TIAA Real Estate Account | 1.11% | 2.93% | –4.12% | -13.62% | 8.19% | 17.87% | –0.84% | 3.64% | –6.30% | 1.80% | 2.89% |
| NCREIF Property Index | 1.19% | 3.72% | 0.43% | -7.94% | 5.53% | 17.70% | 1.60% | 4.65% | -2.55% | 3.79% | 5.03% |
| NCREIF ODCE Index | 0.52% | 2.20% | -2.27% | -12.73% | 6.55% | 21.02% | 0.34% | 3.18% | -6.15% | 2.59% | 4.13% |
| Large Company Blend | |||||||||||
| CREF Equity Index R3 | 8.08% | 14.12% | 23.52% | 25.77% | -19.25% | 25.52% | 20.63% | 17.05% | 23.86% | 15.55% | 14.50% |
| S&P 500 Index | 8.12% | 14.83% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 17.60% | 24.94% | 16.47% | 15.30% |
| Large Blend | 7.18% | 13.59% | 23.07% | 24.45% | -18.19% | 26.53% | 17.62% | 15.51% | 23.32% | 15.36% | 13.93% |
| Large Company Growth | |||||||||||
| CREF Growth R3 | 8.13% | 15.17% | 32.01% | 46.09% | -32.34% | 20.43% | 40.76% | 22.53% | 32.05% | 15.07% | 16.96% |
| Russell 1000 Growth | 10.51% | 17.24% | 33.36% | 42.68% | -29.14% | 27.60% | 38.49% | 25.53% | 31.61% | 17.58% | 18.83% |
| Large Growth | 7.48% | 14.55% | 29.72% | 39.34% | -31.15% | 22.02% | 35.98% | 21.27% | 28.88% | 13.90% | 16.16% |
| Global Large Stock Blend | |||||||||||
| CREF Global Equities R3 | 7.38% | 17.26% | 19.08% | 23.94% | -18.49% | 15.65% | 22.75% | 17.58% | 24.21% | 13.58% | 11.97% |
| CREF Stock R3 | 7.30% | 17.61% | 16.60% | 22.37% | -18.45% | 18.92% | 17.91% | 16.46% | 22.73% | 13.42% | 12.07% |
| MSCI ACWI NR USD | 7.62% | 18.44% | 17.49% | 22.20% | -18.36% | 18.54% | 16.25% | 17.27% | 23.12% | 13.54% | 11.91% |
| Global Large-Stock Blend | 5.69% | 17.05% | 13.37% | 19.37% | -17.58% | 17.90% | 14.51% | 14.80% | 20.88% | 11.96% | 10.75% |