Bucket List #48

Go to a football match

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

Lifecycle Returns

Performance SUMMARY - AS OF 06/30/17

Chamber Pension Plan is pleased to report the Lifecycle returns as of June 30th 2017.

NET OF ALL PLAN EXPENSES                              ANNUALIZED


INCOME FUND
3 MONTHS YTD 1 YR  2 YR 3 YR 5 YR
1.91% 4.38% 3.87% 1.97% 1.73% 3.31%
2025 FUND 2.82% 6.90% 7.48% 2.38% 2.36% 5.78%
2035 FUND 3.44% 8.67% 9.99% 2.74% 2.82% 6.93%
2045 FUND 3.76% 9.62% 11.45% 2.75% 2.90% 7.59%
2055 FUND* 4.21% 10.94% 13.06% N/A NA N/A

 

*March 2016 was the first month of performance for the 2055 Fund. 

 

Below you will find a comparison of the returns compared to June 30th, 2013 - 2017. 

 

Lifecycle

2013

2014

2015

2016

2017

2055 N/A N/A N/A N/A 13.06%
2045 13.29% 16.80% 3.21%  -5.28% 11.45%
2035 11.78% 15.06% 2.99%  -4.03% 9.99%
2025 9.75% 12.51% 2.32%  -2.47% 7.48%
2015 6.43% 8.70% 1.42%  N/A N/A
Income 4.51% 6.94% 1.26%  0.10% 3.87%

 

Below you will find a comparison of our expense ratios from 2012 to date.

 

 

June 2012

June 2013

June 2014

June 2015

JUNE 2016

Expense Ratio 1.52% 1.45% 1.41% 1.23% 1.26%