Investments Returns
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years have been annualized.
Fund |
Quarter
4/1/20 to
6/30/20
|
1 Year
7/1/19 to
6/30/20
|
3 Years
7/1/17 to
6/30/20
|
5 Years
7/1/15 to
6/30/20
|
10 Years
7/1/10 to
6/30/20
|
Fixed Return (TDA/UFT)^ |
- |
7.00% |
7.00% |
7.00% |
7.00% |
Fixed Return (All Others)^ |
- |
8.25% |
8.25% |
8.25% |
8.25% |
Diversified Equity |
20.69% |
2.44% |
7.15% |
7.62% |
11.51% |
Balanced |
6.53% |
4.35% |
N/A |
N/A |
N/A |
International Equity |
17.25% |
(2.91%) |
2.11% |
3.74% |
6.48% |
Sustainable Equity Fund |
28.66% |
23.38% |
12.95% |
11.49% |
13.38% |
U.S Equity Index Fund |
19.62% |
N/A |
N/A |
N/A |
N/A |
International Equity Index Fund |
15.06% |
N/A |
N/A |
N/A |
N/A |
^Fixed Return Fund
Note: The International Equity, Inflation Protection, and Sustainable Equity Funds began in July 2008. The Sustainable Equity Fund was known as the Socially Responsive Equity Fund through September 2019. The Balanced Fund began as of January 1, 2018 and was preceded by the Bond Fund from 2012-2017 and the Stable-Value Fund before 2012.