Postal Bulletin 22144 - December 23, 2004 - USPS.com

POSTAL BULLETIN 22144 (12-23-04)
59
NOTICE TO ALL EMPLOYEES
THRIFT SAVINGS PLAN FACT SHEET
Percentage returns released December 2, 2004, by the Federal Retirement Thrift Investment Board
ANNUAL
RETURNS
G
Fund
F
Fund
LBA
Bond
Index
C
Fund
S&P 500
Stock
Index
S *
Fund
Wilshire
4500 Stock
Index
I *
Fund
EAFE
Stock
Index
1994 7.22 −2.96 −2.92 1.33 1.32 — −2.66 — 7.75
1995 7.03 18.31 18.47 37.41 37.58 — 33.48 — 11.27
1996 6.76 3.66 3.63 22.85 22.96 18.52 17.18 6.27 6.14
1997 6.77 9.60 9.65 33.17 33.36 26.61 25.69 1.46 1.55
1998 5.74 8.70 8.69 28.44 28.58 7.51 8.63 20.46 20.09
1999 5.99 −0.85 −0.82 20.95 21.04 32.70 35.49 26.81 26.72
2000 6.42 11.67 11.63 −9.14 −9.10 −8.76 −15.77 −14.11 −14.17
2001 5.39 8.61 8.44 −11.94 −11.89 −2.22* −2.52* −15.42* −14.88*
2002 5.00 10.27 10.26 −22.05 −22.10 −18.14 −17.80 −15.98 −15.94
2003 4.11 4.11 4.10 28.54 28.69 42.92 43.84 37.94 38.59
*Rates of return for May (inception of S and I Funds) through December 2001.
2003
MONTHLY RETURNS
G
Fund
F
Fund
LBA
Bond
Index
C
Fund
S&P 500
Stock
Index
S
Fund
Wilshire
4500 Stock
Index
I
Fund
EAFE
Stock
Index
Dec. 0.49 1.01 1.02 5.24 5.24 2.04 2.08 7.68 7.81
2004
MONTHLY RETURNS
G
Fund
F
Fund
LBA
Bond
Index
C
Fund
S&P 500
Stock
Index
S
Fund
Wilshire
4500 Stock
Index
I
Fund
EAFE
Stock
Index
Jan. 0.29 0.80 0.80 1.80 1.84 3.53 3.58 1.32 1.41
Feb. 0.39 1.09 1.08 1.35 1.39 1.78 1.75 2.22 2.31
March 0.29 0.69 0.75 −1.50 −1.51 0.38 0.42 0.60 0.56
April 0.29 −2.54 −2.60 −1.52 −1.57 −3.94 −4.02 −2.31 2.26
May 0.39 −0.50 −0.40 1.37 1.37 1.50 1.52 0.30 0.34
June 0.38 0.60 0.57 1.86 1.94 2.72 2.75 2.89 2.19
July 0.38 1.00 0.99 −3.24 −3.31 −5.52 −5.54 −3.76 −3.25
Aug. 0.38 1.88 1.91 0.34 0.40 0.00 0.01 1.00 0.44
Sept. 0.38 0.29 0.27 1.11 1.08 3.92 3.84 2.05 2.61
Oct. 0.38 0.87 0.84 1.52 1.53 1.85 1.85 3.94 3.41
Nov. 0.28 (0.86) (0.80) 4.08 4.05 6.96 6.98 6.16 6.83
LAST 12 MONTHS 4.42 4.35 4.44 12.83 12.86 15.62 13.26 23.79 24.19
Fund Invested In Index Tracked
G — Government Securities Investment Fund Special issues of U.S. Treasury securities N/A
F — Fixed Income Index Investment Fund Barclays U.S. Debt Index Fund Lehman Brothers U.S. Aggregate bond index
C — Common Stock Index Investment Fund Barclays Equity Index Fund S&P 500 stock index
S — Small Capitalization Stock Index
Investment Fund
Barclays Extended Market Index Fund Wilshire 4500 stock index
I — International Stock Index Investment Fund Barclays EAFE Index Fund Europe, Australasia, and Far East stock index
Future performance of the funds will vary and may be significantly
different from the returns shown above. See the Summary of the Thrift
Savings Plan for detailed information about the funds and their
investment risks. The monthly returns of the TSP Funds represent net
earnings for the month after deduction of accrued administrative
expenses and, except for the G Fund, after deduction of trading costs and
accrued investment management fees as well. The returns for the four
indexes shown do not include any of these deductions.
* Implemented May 2001.
Please post on bulletin boards. Discard/recycle all previous notices.