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Think in years, not months

JUNE 28, 2019

It is important to think in years, not months.

Although markets can be volatile over the short-term, they have historically produced strong results over the long-term.

The performance table below shows a significant rebound from late 2018.

Always remain focused on staying the course to reap long-term gains.

 

PERFORMANCE SUMMARY - AS OF 31 MARCH 2019

Net of All Plan Expenses                  Annualized
 

3 MONTHS

YTD

1 YR

2 YR

3 YR

5 YR

INCOME CONSERVATIVE FUND*

4.40% 4.40% N/A N/A N/A N/A

INCOME GROWTH FUND

5.88% 5.88% 3.45% 3.87% 3.57% 2.47%

2030 FUND

8.35% 8.35% 3.44% 5.67% 5.46% 3.49%

2040 FUND

10.30% 10.30% 3.33% 6.81% 6.71% 4.16%

2050 FUND

11.59% 11.59% 3.28% 7.40% 7.34% 4.41%

2060 FUND**

10.00% 10.00% 2.52% 8.10% 8.05% N/A

 

* May 2018 was the first month of performance for the Income Conservative Fund

** March 2016 was the first month of performance for the 2060 Fund