The Alaska Permanent Fund Corporation reported a 4.55% return on the Alaska Permanent Fund through the first three quarters of the current fiscal year, which ended March 31. The year-to-date performance matches the Fund’s passive benchmark and exceeds the 4.26% performance benchmark set for the same period.
The Fund’s performance is evaluated against three key benchmarks: a passive benchmark composed of a blend of passive indices; a performance benchmark, which aggregates the benchmarks of individual asset classes at their target weights; and a long-term real return objective of 5.50%, representing inflation (as measured by Consumer Price Index) plus 5%.
Over a five-year horizon, the Fund’s returns have consistently outperformed these targets. The total Fund earned an annualized 10.49% return over the past five years, surpassing the passive benchmark (9.71%), the performance benchmark (9.93%), and the 5.50% real return objective (9.38%).
“I am pleased that APFC’s active investment management approach has added value against the performance benchmark we have been assigned both in the short term (FYTD) and the longer time horizon that we manage portfolios against (5-year). In this period of increasingly turbulent markets, our active approach to investment management and our diversified asset allocation should provide stability to our stakeholders,” said Marcus Frampton, APFC Chief Investment Officer.
The Fund’s strategy relies on active investment management and diversified asset allocation, with the goal of achieving a real return of 5% annually over the long term.
Oh goody!! More for the greedy Politicians to pillage
No comment on “more for the greedy PFD recipients”?
Who’s being greedy? It’s our share… if you don’t like it, don’t apply for it.
The union mafia have their drones convinced they will share the PFD with them when they gain full control of their legislative body doling out the cash.
My first thought exactly.
With this much money —-WE NEED AN AUDIT. We can afford an AUDIT.
That’s a pretty impressive return. Looks like the statutory dividend is sustainable after all!
We have a full PfD in place, (Gov Dunleavy) Please use your Veto pen and stop Law Makers from always using this for an excuse , The School Administration they have always had funding and budget problems since I came to Alaska that was (1970) the stock markets shows higher (yields) and will remain and we all know that, so in closing a full PFD and know special session thank you Gov Dunleavy 05/16/25 Larry Zenor
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