R03Annual (FY ending June 30) · % fiscal-year return

Pension investment returns vs assumed return

Not fucked

Better than its 2017–19 range · improvingJudged on “CalPERS PERF”. Lower investment returns are bad. Latest 14.8 vs 2017–19 range 6.7–11.2.

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CalPERS PERF

14.8pct · 2026 · preliminary

CalSTRS DB

9.2pct · 2025 · actuarial_estimate

Dashed / hollow = preliminary or estimate Download CSV Source & method ↓

What this is

None. FY2026 CalPERS = preliminary.

Unit: % fiscal-year return
Frequency: Annual (FY ending June 30)
Geography: CalPERS PERF net return; CalSTRS DB (valuation estimate)
Coverage: From 30 Jun 2016 · latest observation 30 Jun 2026
Release: CalPERS preliminary mid-July
Typical lag: ~2 weeks after June 30 (preliminary)
Source: CalPERS Transparency Report FY2023-24 · www.calpers.ca.gov ↗
Vintage: curated https://www.calpers.ca.gov/documents/transparency-report-fiscal-year-2023-24/download · curated https://www.calstrs.com/files/97665cb5f/DB-Valuation-2025.pdf · curated https://www.calpers.ca.gov/newsroom/calpers-news
Pipeline: manual-curated (see data/manual/pensions_curated.csv; re-check source URLs)

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CaliFCKD · Snapshot 06.NOV.2026

Pension investment returns vs assumed return

CalPERS PERF14.8

pct · 2026

CaliFCKD R03 · Pension investment returns vs assumed return. Latest observation 30 Jun 2026. Unit: % fiscal-year return. Source: CalPERS Transparency Report FY2023-24. Snapshot 6 Nov 2026. Not a grade.

Every observation in this file

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