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Reports

The WVIMB is committed to timely financial reporting by providing interim and annual reports of its operations and the performance of the assets it manages.

Reports Published Monthly

Interim Monthly Financial Statements

The monthly unaudited financial statements are prepared to ensure a timely reporting of the WVIMB’s investment pool operating results. Interim Monthly Financial Statements are presented for July through May only. The fiscal year-end financial statements are available as the Annual Report and Audited Financial Statements.

Report Date
December 31, 2023
November 30, 2023
October 31, 2023
September 30, 2023
August 31, 2023
July 31, 2023
May 31, 2023
April 30, 2023
March 31, 2023
February 28, 2023
January 31, 2023
December 31, 2022
November 30, 2022
October 31, 2022
September 30, 2022
August 31, 2022
July 31, 2022
May 31, 2022
April 30, 2022
March 31, 2022
February 28, 2022
January 31, 2022
December 31, 2021
November 30, 2021
October 31, 2021
September 30, 2021
August 31, 2021
July 31, 2021
May 31, 2021
April 30, 2021
March 31, 2021
February 28, 2021
January 31, 2021
December 31, 2020
November 30, 2020
October 31, 2020
September 30, 2020
August 31, 2020
July 31, 2020
May 31, 2020
April 30, 2020
March 31, 2020
February 29, 2020
January 31, 2020
December 31, 2019
November 30, 2019
October 19, 2019
September 30, 2019
August 31, 2019
July 31, 2019
May 31, 2019
April 30, 2019
March 31, 2019
February 28, 2019
January 31, 2019
December 31, 2018
November 30, 2018
October 31, 2018
September 30, 2018
August 31, 2018
July 31, 2018
May 31, 2018
April 30, 2018
March 31, 2018
February 28, 2018
January 31, 2018
December 31, 2017
November 30, 2017
October 31, 2017
September 30, 2017
August 31, 2017
July 31, 2017
May 31, 2017
April 30, 2017
March 31, 2017
February 28, 2017
January 31, 2017
December 31, 2016
November 30, 2016
October 31, 2016
September 30, 2016
August 31, 2016
July 31, 2016
May 31, 2016
April 30, 2016
March 31, 2016
February 29, 2016
January 31, 2016
December 31, 2015
November 30, 2015
October 31, 2015
September 30, 2015
August 31, 2015
July 31, 2015
May 31, 2015
April 30, 2015
March 31, 2015
February 28, 2015
January 31, 2015
December 31, 2014
November 30, 2014
October 31, 2014
September 30, 2014
August 31, 2014
July 31, 2014
May 31, 2014
April 30, 2014
March 31, 2014
February 28, 2014
January 31, 2014
December 31, 2013
November 30, 2013
October 31, 2013
September 30, 2013
August 31, 2013
July 31, 2013
May 31, 2013
April 30, 2013
March 31, 2013
February 28, 2013
January 31, 2013
December 31, 2012
November 30, 2012
October 31, 2012
September 30, 2012
August 31, 2012
July 31, 2012
May 31, 2012
April 30, 2012
March 31, 2012
February 29, 2012
January 31, 2012
December 31, 2011
November 30, 2011
October 31, 2011
September 30, 2011
August 31, 2011
July 31, 2011
May 31, 2011
April 30, 2011
March 31, 2011
February 28, 2011
January 31, 2011
December 31, 2010
November 30, 2010
October 31, 2010
September 30, 2010
August 31, 2010
July 31, 2010
May 31, 2010
April 30, 2010
March 31, 2010
February 28, 2010
January 31, 2010
December 31, 2009
November 30, 2009
October 31, 2009
September 30, 2009
August 31, 2009
July 31, 2009
May 31, 2009
April 30, 2009
March 31, 2009
February 28, 2009
January 31, 2009
December 31, 2008
November 30, 2008
October 31, 2008
September 30, 2008
August 31, 2008
July 31, 2008
May 31, 2008
April 30, 2008
March 31, 2008
February 29, 2008
January 31, 2008
December 31, 2007
November 30, 2007
October 31, 2007
September 30, 2007
August 31, 2007
July 31, 2007
May 31, 2007
April 30, 2007
March 31, 2007
February 28, 2007
January 31, 2007
December 31, 2006
November 30, 2006
October 31, 2006
September 30, 2006
August 31, 2006
July 31, 2006
May 31, 2006
April 30, 2006
March 31, 2006
February 28, 2006
January 31, 2006
December 31, 2005
November 30, 2005
October 31, 2005
September 30, 2005
August 31, 2005
July 31, 2005
May 31, 2005
April 30, 2005
March 31, 2005
February 28, 2005
January 31, 2005
December 31, 2004
November 30, 2004
October 31, 2004
September 30, 2004
August 31, 2004
July 31, 2004
May 31, 2004
April 30, 2004
March 31, 2004
February 29, 2004
January 31, 2004
December 31, 2003
November 30, 2003
October 31, 2003
September 30, 2003
August 31, 2003
July 31, 2003
May 31, 2003
April 30, 2003
March 31, 2003
February 28, 2003
January 31, 2003
December 31, 2002
November 30, 2002
October 31, 2002
September 30, 2002
August 31, 2002
July 31, 2002
May 31, 2002
April 30, 2002
March 31, 2002
February 28, 2002
January 31, 2002
December 31, 2001
November 30, 2001
October 31, 2001
September 30, 2001
August 31, 2001
July 31, 2001
May 31, 2001
April 30, 2001
March 31, 2001
February 28, 2001
January 31, 2001
December 31, 2000
November 30, 2000
October 31, 2000
September 30, 2000
August 31, 2000
July 31, 2000
May 31, 2000
April 30, 2000
March 31, 2000
February 29, 2000
January 31, 2000
December 31, 1999
November 30, 1999
October 31, 1999
September 30, 1999
August 31, 1999
July 31, 1999
May 31, 1999
April 30, 1999
March 31, 1999
February 28, 1999
January 31, 1999
Participant Plan Performance Reports

The Participant Plan Performance Report is provided on a monthly basis, highlighting each participant plan’s performance relative to its asset allocation. The report includes summary data on the performance of each asset class.

Report Date
December 31, 2023
November 30, 2023
October 31, 2023
September 30, 2023
August 31, 2023
July 31, 2023
June 30, 2023
May 31, 2023
April 30, 2023
March 31, 2023
February 28, 2023
January 31, 2023
December 31, 2022
November 30, 2022
October 31, 2022
September 30, 2022
August 31, 2022
July 31, 2022
June 30, 2022
May 31, 2022
April 30, 2022
March 31, 2022
February 28, 2022
January 31, 2022
December 31, 2021
November 30, 2021
October 31, 2021
September 30, 2021
August 31, 2021
July 31, 2021
June 30, 2021
May 31, 2021
April 30, 2021
March 31, 2021
February 28, 2021
January 31, 2021
December 31, 2020
November 30, 2020
October 31, 2020
September 30, 2020
July 31, 2020
June 30, 2020
May 31, 2020
April 30, 2020
March 31, 2020
February 28, 2020
January 31, 2020
December 31, 2019
November 30, 2019
October 31, 2019
September 30, 2019
August 31, 2019
July 31, 2019
June 30, 2019
May 31, 2019
April 30, 2019
March 31, 2019
February 28, 2019
January 31, 2019
December 31, 2018
November 30, 2018
October 31, 2018
September 30, 2018
August 31, 2018
July 31, 2018
June 30, 2018
May 31, 2018
April 30, 2018
March 31, 2018
February 28, 2018
January 31, 2018
December 31, 2017
November 30, 2017
October 31, 2017
September 30, 2017
August 31, 2017
July 31, 2017
June 30, 2017
May 31, 2017
April 30, 2017
March 31, 2017
February 28, 2017
January 31, 2017
December 31, 2016
November 30, 2016
October 31, 2016
September 30, 2016
August 31, 2016
July 31, 2016
June 30, 2016
May 31, 2016
April 30, 2016
March 31, 2016
February 29, 2016
January 31, 2016
December 31, 2015
November 30, 2015
October 31, 2015
September 30, 2015
August 31, 2015
July 31, 2015
June 30, 2015
May 31, 2015
April 30, 2015
March 31, 2015
February 28, 2015
January 31, 2015
December 31, 2014
November 30, 2014
October 31, 2014
September 30, 2014
August 31, 2014
July 31, 2014
June 30, 2014
May 31, 2014
April 30, 2014
March 31, 2014
February 28, 2014
January 31, 2014
December 31, 2013
November 30, 2013
October 31, 2013
September 30, 2013
August 31, 2013
July 31, 2013
June 30, 2013
May 31, 2013
April 30, 2013
March 31, 2013
February 28, 2013
January 31, 2013
December 31, 2012
November 30, 2012
October 31, 2012
September 30, 2012
August 31, 2012
July 31, 2012
June 30, 2012
May 31, 2012
April 30, 2012
March 31, 2012
February 29, 2012
January 31, 2012
December 31, 2011
November 30, 2011
October 31, 2011
September 30, 2011
August 31, 2011
July 31, 2011
June 30, 2011
May 31, 2011
April 30, 2011
March 31, 2011
February 28, 2011
January 31, 2011
December 31, 2010
November 30, 2010
October 31, 2010
September 30, 2010
August 31, 2010
July 31, 2010
June 30, 2010
May 31, 2010
April 30, 2010
March 31, 2010
February 28, 2010
January 31, 2010
December 31, 2009
November 30, 2009
October 31, 2009
September 30, 2009
August 31, 2009
July 31, 2009
June 30, 2009
May 31, 2009
April 30, 2009
March 31, 2009
February 28, 2009
January 31, 2009
December 31, 2008
November 30, 2008
October 31, 2008
September 30, 2008
August 31, 2008
July 31, 2008
June 30, 2008
May 31, 2008
April 30, 2008
March 31, 2008
February 29, 2008
January 31, 2008
December 31, 2007
November 30, 2007
October 31, 2007
September 30, 2007
August 31, 2007
July 31, 2007
June 30, 2007
May 31, 2007
April 30, 2007
March 31, 2007
February 28, 2007
January 31, 2007
December 31, 2006
November 30, 2006
October 31, 2006
September 30, 2006
August 31, 2006
July 31, 2006
June 30, 2006
May 31, 2006
April 30, 2006
March 31, 2006
February 28, 2006
January 31, 2006
December 31, 2005
November 30, 2005
October 31, 2005
September 30, 2005
August 31, 2005
July 31, 2005
June 30, 2005
May 31, 2005
April 30, 2005
March 31, 2005
February 28, 2005
January 31, 2005
December 31, 2004
November 30, 2004
October 31, 2004
September 30, 2004
August 31, 2004
July 31, 2004
June 30, 2004
May 31, 2004
April 30, 2004
March 31, 2004
February 29, 2004
January 31, 2004
December 31, 2003
November 30, 2003
October 31, 2003
September 30, 2003
August 31, 2003
July 31, 2003
June 30, 2003
May 31, 2003
April 30, 2003
March 31, 2003
February 28, 2003
January 31, 2003
December 31, 2002
November 30, 2002
October 31, 2002
September 30, 2002
August 31, 2002
July 31, 2002
June 30, 2002
May 31, 2002
April 30, 2002
March 31, 2002
February 28, 2002
January 31, 2002
December 31, 2001
November 30, 2001
October 31, 2001
September 30, 2001
August 31, 2001
July 31, 2001
June 30, 2001
May 31, 2001
April 30, 2001
March 31, 2001
February 28, 2001
January 31, 2001
December 31, 2000
November 30, 2000
October 31, 2000
September 30, 2000
August 31, 2000
July 31, 2000
June 30, 2000
May 31, 2000
April 30, 2000
March 31, 2000
January 31, 2000
December 31, 1999

Reports Published Annually

Annual Reports

The Annual Report provides an overview of the WVIMB’s organizational background and history, and discusses the results of operations for the respective year.

Report Date
June 30, 2023
June 30, 2022
June 30, 2021
June 30, 2020
June 30, 2019
June 30, 2018
June 30, 2017
June 30, 2016
June 30, 2015

Note: Annual Reports for fiscal years 2014 and prior are combined with the corresponding Audited Financial Statements. The combined reports are available below.

Audited Financial Statements

The Audited Financial Statements include the independent auditors report for each of the investment pools operated by the WVIMB and the WVIMB Administrative Fund.

Report Date
June 30, 2023
June 30, 2022
June 30, 2021
June 30, 2020
June 30, 2019
June 30, 2018
June 30, 2017
June 30, 2016
June 30, 2015

Note: Audited Financial Statements for fiscal years 2014 and prior are combined with the corresponding Annual Reports. The combined reports are available below.

Annual Performance Audit Reports

The performance audit is conducted annually at the fiscal year end on the individual investment pools operated by the WVIMB.

Report Date
June 30, 2023
June 30, 2022
June 30, 2020
June 30, 2019
June 30, 2018
June 30, 2017
June 30, 2016
June 30, 2015
June 30, 2014
June 30, 2013
June 30, 2012
June 30, 2011
June 30, 2010
June 30, 2009
June 30, 2008
Annual Reports & Audited Financial Statements (FY 2014 and prior)

The Annual Report provides an overview of the WVIMB’s organizational background and history, and discusses the results of operations for the respective year. The Audited Financial Statements include the independent auditors report for each of the investment pools operated by the WVIMB and the WVIMB Administrative Fund.

Report Date
June 30, 2014
June 30, 2013
June 30, 2012
June 30, 2011
June 30, 2010
June 30, 2009
June 30, 2008
June 30, 2007
June 30, 2006
June 30, 2005
June 30, 2004
June 30, 2003
June 30, 2002
June 30, 2001
June 30, 2000
June 30, 1999

Did you Know?

The West Virginia Investment Management Board is an investment board that invests funds on behalf of various state and local participants (see Who We Serve).  To do so, the WVIMB establishes investment pools that align with the participants’ respective asset allocations (see the Investment Policy Statement).  The result is that the investments of each participant consist entirely of unit interests in various asset pools created and managed by the WVIMB.  The WVIMB holds title to the assets within the pools.

The WVIMB operates on a July 1 to June 30 fiscal year. For July to May of each fiscal year, you can find the amount held in each pool by the participant plans in the Interim Monthly Financial Statements.  In the Notes to the Financial Statements section of each pool, a Schedule of Participation is available showing the value of the participant plan holdings in the respective pools. For the fiscal year-end values, the Audited Financial Statements contain the same data.  This reflects the investments held by the participant plans.