Full Fund return history
Prior to 2010, SPP allocated returns to members’ accounts annually.
Rate of return updated Monday, March 4, 2024
| Balanced fund | Diversified Income Fund* | |||
| Year | Earnings% | MER% | Earnings% | MER% |
| 2023 | 7.80 | 0.90 | 5.71 | 0.81 |
| 2022 | -4.07 | 0.85 | -5.27 | 0.78 |
| 2021 | 11.53 | 0.92 | -0.97 | 0.89 |
| 2020 | 8.72 | 0.83 | 4.57 | 0.85 |
| Short-term fund* | ||||
| 2019 | 13.99 | 0.90 | 1.81 | 0.12 |
| 2018 | -2.05 | 0.89 | 1.48 | 0.12 |
| 2017 | 9.70 | 0.83 | 0.75 | 0.12 |
| 2016 | 6.53 | 0.87 | 0.52 | 0.13 |
| 2015 | 6.25 | 0.96 | 0.45 | 0.35 |
| 2014 | 9.10 | 0.95 | 0.64 | 0.40 |
| 2013 | 15.77 | 1.00 | 0.67 | 0.41 |
| 2012 | 8.45 | 1.07 | 0.52 | 0.51 |
| 2011 | -1.01 | 1.14 | 0.57 | 0.48 |
| 2010 | 9.42 | 1.04 | 0.19 | 0.21 |
| 2009 | 12.68 | 1.01 | N/A | N/A |
| 2008 | -16.23 | 1.00 | N/A | N/A |
| 2007 | -0.33 | 0.94 | N/A | N/A |
| 2006 | 12.51 | 0.90 | N/A | N/A |
| 2005 | 10.13 | 0.82 | N/A | N/A |
| 2004 | 10.26 | 0.84 | N/A | N/A |
| 2003 | 7.84 | 0.90 | N/A | N/A |
| 2002 | 2.86 | 0.86 | N/A | N/A |
| 2001 | 5.87 | 0.80 | N/A | N/A |
| 2000 | 8.96 | 0.81 | N/A | N/A |
| 1999 | 7.33 | 0.82 | N/A | N/A |
| 1998 | 8.95 | 0.80 | N/A | N/A |
| 1997 | 18.28 | 0.88 | N/A | N/A |
| 1996 | 17.06 | 0.92 | N/A | N/A |
| 1995 | 6.33 | 0.99 | N/A | N/A |
| 1994 | 6.67 | 0.98 | N/A | N/A |
| 1993 | 21.08 | 0.76 | N/A | N/A |
| 1992 | 6.26 | 0.92 | N/A | N/A |
| 1991 | 7.54 | 1.18 | N/A | N/A |
| 1990 | 6.78 | 1.24 | N/A | N/A |
| 1989 | 13.13 | 0.79 | N/A | N/A |
| 1988 | 10.40 | ** | N/A | N/A |
| 1987 | 7.03 | ** | N/A | N/A |
| 1986 | 10.00 | ** | N/A | N/A |
| Legend | |
|---|---|
| BF | Balanced fund |
| DIF/STF | Diversified Income Fund formerly Short-term fund* |
| N/A | Not Available |
| YTD | Year to Date |
| MER | Management Expense Ratio |
| TBA | To be announced |
*The Short-Term Fund was created in 2010. The name was changed to Diversified Income Fund effective January 1, 2020. You can review the Short-Term Fund fund facts here, last updated December 31, 2019.
** Operating expenses were paid by the Government of Saskatchewan as part of program start-up costs.
RELATED RESOURCES
If you have questions or would like assistance, please contact SPP:
Toll-Free: 1-800-667-7153
Email: info@saskpension.com
To learn more about investment policies, and pooled fund management please download the supplementary resources:
Contribution Fund Investment PolicyAnnuity Fund Investment PolicyBF Fund FactsDIF Fund FactsBF Pooled Funds OverviewDIF Pooled Funds Overview