MoDOT & Patrol Employees’ Retirement System

(573) 298-6080 Secure File Upload

myMPERS Login
MPERS mobile logo
myMPERS Login
Secure File Upload

Total Fund Performance

  1. Home
  2. /
  3. Investments
  4. /
  5. Total Fund Performance

The Board has established a long-term objective to achieve a total investment return of at least 6.5%. The total fund return is compared to the policy benchmark, which represents the returns that would have been achieved by a portfolio passively invested in the broad market, with percentage weights allocated to each asset class in MPERS’ total fund policy allocation.

Total Fund Performance as of June 30, 2025
(net of fees and expenses)

Investments

Period MPERS Return Benchmark Return Excess Return
1 Year 15.21% 14.13% 1.08%
5 Year 11.96% 8.07% 3.89%
10 Year 10.35% 8.97% 1.38%
20 Year 8.27% 7.45% 0.82%

Key Highlights

  • Calendar year 2025 was another excellent year for MPERS’ portfolio, led by global equities (up 22.3% for the year) and traditional fixed income markets (up 6.9%). Overall, MPERS’ portfolio was up 15.2%, outperforming the policy benchmark, which was up 14.1%. Strong performance pushed the portfolio balance to an all-time high of $4.33 billion.
  • MPERS’ long-term returns continue to look strong across all metrics. MPERS’ 5-, 10-, and 20-year returns all rank in the 1st percentile of the peer universe, outperforming policy benchmarks and actuarial assumptions while maintaining a very low risk profile (as measured by standard deviation of returns).
Menu