Investment Management Division 2025 Accountability Metrics

Assumed Actuarial Returns

NCRS vs Assumed Actuarial Return - Rolling 3 Year (Net of Fees)
NCRS vs Assumed Actuarial Return - Rolling 5 Year (Net of Fees)

 


Peer Comparison

NCRS vs Peers - Rolling 3 Year Return (Gross of Fees)
NCRS vs Peers - Rolling 5 Year Return (Gross of Fees) Chart

 


Implementation Benchmarks

NCRS vs Implementation Benchmark- Rolling 3 Year Return (Net of Fees) Chart
NCRS vs Implementation Benchmark- Rolling 5 Year Return (Net of Fees) Chart

Note 1: Peer Group Universe is the BNY Universe of US Public Funds > $20B

Note 2: The Implementation Benchmark is a blend of the Asset Class Benchmarks at policy weights.  As of Dec 2024, the following weights are used: 55% Growth Benchmark, 33% Rates & Liquidity Benchmark, 11% Inflation Sensitive & Diversifiers Benchmark, and 1% Multi-Strategy Benchmark.

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For more detailed accountability and other information, visit the Investment Management Division (IMD) webpage.