Investment History

Mar. 8, 2010 CalSTRS-ca
in
Performance at a Glance

The CalSTRS Investment portfolio is designed to perform best in a period of positive economic growth. It is also designed, through diversification to hold value during economic slowdowns. In fall 2008, the global economic and financial markets suffered a severe downturn. The investment portfolio was not immune from the severe downturn.

In the prior six years, the CalSTRS investment portfolio placed in the top quartile of public pensions in the U.S. View Comprehensive Annual Financial Report 2010 ››

Over the past 30 years, including the minus-25 percent loss from the global market downturn, the portfolio averaged 8.6 percent annual returns. The performance over the past three decades betters the 8.0 percent assumed rate of return in place since 1995.