For example, we extended the TSP C Fund with the S&P 500 Total Return index. The same was done for the other TSP funds and their underlying index. The indexes we use do not account for fund expenses, so earlier returns are slightly higher. However, in practice the difference is not ...
The TSP L Funds have had an average annual return of 6.8% or more for as long as they’ve existed. Image: jd8/Shutterstock.com By: FEDweek Staff The TSP has launched a web page showing the potential growth in accounts that, while aimed mainly at newly hired employees, is illustrative ...
, you have a sufficiently long time before retirement, and you can stomach the sometimes significant volatility of higher risk funds, then in the long run, one of the TSP stock funds such as the C, S, or I Fund have the potential to compound your investment at a higher annual rate....
According to the TSP website, L Funds were “designed to let you invest your entire portfolio in a single L Fund and get the best-expected return for the amount of expected risk that is appropriate for you.” Nerd Note: Within a 5-year window of when the TSP predicts the pa...
T. Rowe Price Floating Rate Z 5.39% T. Rowe Price Short-Term Bond Z 5.25% T. Rowe Price Dynamic Credit Z 5.00% T. Rowe Price Dynamic Global Bond Z 4.95% Total 77.24% # of Holdings 23 *Holdings as of 2024-09-30 TSPNX Dividends Dividend Yield (TTM) 4.77% Annual Payout (TTM) $...
Also a good deal is that the funds are index funds. The C-fund you mentioned for instance replicates the S&P 500 index. The S-fund is the small cap index. Own both in about a 75/25 balance and you’ve basically got VTSAX. The F-fund is a bond index. ...
TSPG FundF FundC FundS FundI Fund Oct0.33 %-2.48%-0.91%0.59 %-5.17% YTD3.65 %1.93 %20.93 %12.35 %7.31 % 1yr4.48 %10.49 %37.95 %37.96 %22.75 % 3yr3.71 %-2.11%9.05 %-0.28%3.09 % 5yr2.69 %-0.15%15.23 %10.45 %6.6 % 10yr2.49 %1.64 %12.99 %9.34 %5.55 % ...
As of 11/27/2024, the fund has a compound annual growth rate of 5.2%, annualized standard deviation of 4.2%, and Sharpe Ratio of 0.23. An initial investment of $1,000 on 8/31/1990 would today be worth $5,601:The chart below shows the historical drawdowns for the TSP F Fund. For...
It's calculated by subtracting the risk-free interest rate from the rate of return for a specific portfolio, and dividing the result by the standard deviation of the portfolio returns. We use the TSP G Fund returns as our risk-free investment. When comparing portfolios, a high Sharpe Ratio ...