Bucket List #48

Go to a football match

Now that I've retired, Chamber Pension Plan allows me to ENJOY SPORTS.

Think in years, not months

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