Private School Retirement Funds Achieve Full Positive Returns, Aggressive Portfolio Earns Nearly 20% This Year

Private school faculty and staff are seeing positive returns on their retirement savings through self-directed investment options. As of August 7, 2026, all three investment portfolios, conservative, stable, and aggressive, have yielded positive returns for the year.

The aggressive portfolio has been the top performer, boasting a year-to-date return of 19.58% and a cumulative return of 173.46% since its launch on March 1, 2013. The stable portfolio has also shown strong performance, with a 14.30% year-to-date gain and a 141.61% cumulative return. The conservative portfolio has provided a more modest but still positive return of 7.65% for the year and 48.44% cumulatively.

These results stem from the self-directed investment system introduced in 2013, which empowers private school employees to manage their retirement funds. They can choose from various investment portfolios, including conservative, stable, aggressive, and lifecycle options, as well as annuity insurance products. The system aims to provide a flexible and potentially lucrative way for educators to grow their retirement savings.