Thrift Savings Plan returns took a turn for the worse in September, with every fund except for the securities-backed G fund posting negative returns.
The G fund held steady with a 0.11% return, though its year-to-date returns are only 0.99%, and it’s only posted 1.20% in the last 12 months. Despite September’s general downturn, only the fixed income investment F fund showed lower long-term returns.
The fixed income investment F fund is the only fund that posted negative returns across the board; a September performance of -0.86% brought its year-to-date further into the red at 1.40%, and over the last 12 months it’s come in at -0.71%.
The common stock index investment C fund showed the worst return, at -4.65%. However, its year-to-date remain higher than any other fund at 15.90%, and its performance over the last 12 months sits at 29.98%. The small capitalization stock index S fund had the next worse returns at -4.00%, with its year-to-date falling to 11.66%, but its performance over the past year remains highest at 42.32%.
The international stock index I fund came in at -2.81%, but its performances over the year-to-date and past 12 months remain in the black as well, at 8.56% and 26.04%, respectively.
The Lifecycle funds also posted negative returns in September, ranging from -0.87% for the L Income to -3.87% for the L 2055, 2060 and 2065 funds. However, each has posted overall positive returns for 2021, ranging from 3.52% for the L Income to 12.65% for the L 2055 and higher funds.
Thrift Savings Plan — June 2021 Returns | |||
Fund | August | Year-to-Date | Last 12 Months |
G fund | 0.99% | 1.20% | |
F fund | -0.86% | -1.40% | -0.71% |
C fund | -4.65% | 15.90% | 29.98% |
S fund | -4.00% | 11.66% | 42.32% |
I fund | -2.81% | 8.56% | 26.04% |
L Income | -0.87% | 3.52% | 7.15% |
L 2025 | -1.78% | 6.40% | 14.45% |
L 2030 | -2.37% | 7.92% | 18.00% |
L 2035 | -2.61% | 8.58% | 19.75% |
L 2040 | -2.85% | 9.26% | 21.54% |
L 2045 | -3.05% | 9.83% | 23.11% |
L 2050 | -3.25% | 10.41% | 24.70% |
L 2055 | -3.87% | 12.65% | 30.36% |
L 2060 | -3.87% | 12.65% | 30.36% |
L 2065 | -3.87% | 12.65% | 30.36% |