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We have ranked 219 public pension funds with $5.1 trillion in total assets for their performance ending in fiscal 2024.  The average 1 year net return was 10.29% with the average investment expense 48 basis points.  Contact us to see how your fund ranks.

The key market benchmarks used by Basis Point for investment performance are the S&P 500, the US Aggregate  Bond Index, and the All Country World Index (with US).

2025 1 Year ROR Results:

S&P 500 +17.88%

Bonds     +  7.30%

ACWI      +22.64%

Generic US 60/40 Portfolio: +13.65%

The key components that you control is your asset allocation and your investment expense.  

Our analysis shows there is a weak negative correlation between investment expense and rate of return achieved.  

Our report ranks your fund from 1 (Best) to 219(Lowest) in performance against market benchmarks using our formula developed by years of research.  Our ranking of your fund is based upon weighted performance over 1, 5 and 10 years against maket benchmarks specific to your fiscal monthend.

Contact us to obtain a copy of your 2024 Fund Performance as evaluated by Basis Point LLC.

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