Lifecycle 2040 Fund Performance

Lifecycle 2040 Fund
As of: May 03, 2024
Closing Price: 53.5706
Daily Change: 0.839%
Month to Date: 1.59%
Year to Date: 4.63%
Last 12 Months: 16.3%
Three Year Return: 14.7%
Five Year Return: 49.73%
Ten Year Return: 111.4%
Life (as of 07-29-2005): 282.92%

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RECOMMENED INVESTORS
For participants who will withdraw their money beginning 2038 through 2042.

OBJECTIVE
The L 2040 Fund's investment objective is to achieve a high level of growth with a low emphasis on preservation of assets. The Fund's allocation in the G, F, C, S, and I Funds is adjusted quarterly. The L 2040 Fund will roll into the L Income Fund automatically in July 2040 when its allocation becomes the same as the allocation of the L Income Fund.


TSP FUND QUOTES

Date L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 G Fund F Fund C Fund S Fund I Fund
2024-05-03 25.5257 13.0788 47.1046 14.1465 53.5706 14.6672 32.1595 16.0470 16.0449 16.0426 18.2229 18.8428 80.2981 79.2114 42.1198
2024-05-02 25.4427 13.0261 46.7744 14.0378 53.1249 14.5371 31.8574 15.8719 15.8698 15.8675 18.2205 18.7484 79.2984 78.5881 41.6958
Daily Change 0.33%0.4%0.71%0.77%0.84%0.89%0.95%1.1%1.1%1.1%0.01%0.5%1.26%0.79%1.02%
Month to Date 0.63%0.78%1.33%1.46%1.59%1.69%1.79%2.06%2.06%2.06%0.04%1.26%1.84%2.73%2.17%
Year to Date 2.49%2.91%4.13%4.37%4.63%4.84%5.07%6.12%6.12%6.12%1.45%-1.98%7.98%2.74%4.82%
Details L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 G Fund F Fund C Fund S Fund I Fund
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