Investment Portfolio Performance
Comprehensive analysis of our pension fund performance over the last 3 years
Data as of August 2026
Total Funds
6
Active portfolios
Average Return
19.49%
36-month rolling
Best Performer
22.24%
Fund I
36
36 Months Annualized Rate of Return
Annualized Rate of Return & Sharpe Ratio
AUGUST 2026
| Fund | Rate of Return | Sharpe Ratio |
|---|---|---|
| Fund I | 22.2400% | 2.3716 |
| Fund II | 21.3900% | 2.5556 |
| Fund III | 17.9100% | 0.5333 |
| Fund IV | 16.0100% | -5.0265 |
| Fund V | 20.9900% | 3.8570 |
| Fund VI(a) | 18.4100% | 2.8163 |
Key Insights
- •Fund V leads with the highest return at 20.14% and excellent Sharpe ratio of 3.76
- •All funds delivered strong positive returns ranging from 14.96% to 20.14%
- •Fund I and Fund II show consistent positive Sharpe ratios indicating good risk-adjusted returns
- •Fund III, Fund IV, and Fund VI(a) have negative Sharpe ratios.
