Postal Bulletin 22217 - October 11, 2007 - USPS.com® - About
Postal Bulletin 22217 - October 11, 2007 - USPS.com® - About
Postal Bulletin 22217 - October 11, 2007 - USPS.com® - About
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PULL-OUT INFORMATION<br />
Thrift Savings Plan Fact Sheet<br />
Returns were updated <strong>October</strong> 2, <strong>2007</strong>.<br />
LBA<br />
Bond<br />
Index<br />
*Rates of return for May (inception of S and I Funds) through December 2001.<br />
Future performance of the funds will vary and may be significantly<br />
different from the returns shown above. See the Summary of the<br />
Thrift Savings Plan for detailed information about the funds and<br />
their investment risks. The monthly returns of the TSP Funds<br />
represent net earnings for the month after deduction of accrued<br />
administrative expenses and, except for the G Fund, after<br />
S&P 500<br />
Stock<br />
Index<br />
POSTAL BULLETIN <strong>22217</strong> (10-<strong>11</strong>-07)<br />
Wilshire<br />
4500 Stock<br />
Index<br />
49<br />
deduction of trading costs and accrued investment management<br />
fees as well. The returns for the four indexes shown do not include<br />
any of these deductions.<br />
* Implemented May 2001.<br />
See next page for new L Funds.<br />
Please post on bulletin boards. Discard/recycle all previous notices.<br />
EAFE<br />
Stock<br />
Index<br />
ANNUAL<br />
G F<br />
C<br />
S *<br />
I *<br />
RETURNS<br />
Fund Fund<br />
Fund<br />
Fund<br />
Fund<br />
1994 7.22 -2.96 -2.92 1.33 1.32 — -2.66 — 7.75<br />
1995 7.03 18.31 18.47 37.41 37.58 — 33.48 — <strong>11</strong>.27<br />
1996 6.76 3.66 3.63 22.85 22.96 18.52 17.18 6.27 6.14<br />
1997 6.77 9.60 9.65 33.17 33.36 26.61 25.69 1.46 1.55<br />
1998 5.74 8.70 8.69 28.44 28.58 7.51 8.63 20.46 20.09<br />
1999 5.99 -0.85 -0.82 20.95 21.04 32.70 35.49 26.81 26.72<br />
2000 6.42 <strong>11</strong>.67 <strong>11</strong>.63 -9.14 -9.10 -8.76 -15.77 -14.<strong>11</strong> -14.17<br />
2001 5.39 8.61 8.44 -<strong>11</strong>.94 -<strong>11</strong>.89 -2.22* -2.52* -15.42* -14.88*<br />
2002 5.00 10.27 10.26 -22.05 -22.10 -18.14 -17.80 -15.98 -15.94<br />
2003 4.<strong>11</strong> 4.<strong>11</strong> 4.10 28.54 28.69 42.92 43.84 37.94 38.59<br />
2004 4.30 4.30 4.34 10.82 10.88 18.03 18.10 20.00 20.25<br />
2005 4.49 2.40 2.43 4.96 4.91 10.45 10.03 13.63 13.54<br />
2006 4.93 4.40 4.33 15.79 15.79 15.30 15.28 26.32 26.34<br />
2006<br />
MONTHLY<br />
RETURNS<br />
LBA<br />
Bond<br />
Index<br />
S&P 500<br />
Stock<br />
Index<br />
Wilshire<br />
4500 Stock<br />
Index<br />
G F<br />
C<br />
S *<br />
I *<br />
Fund Fund<br />
Fund<br />
Fund<br />
Fund<br />
Oct 0.43 0.73 0.66 3.27 3.26 4.99 4.98 3.87 3.89<br />
Nov 0.43 1.08 1.16 1.91 1.90 3.54 3.62 2.96 2.99<br />
Dec<br />
<strong>2007</strong><br />
0.34 -0.54 -0.58 1.42 1.40 0.<strong>11</strong> 0.25 3.<strong>11</strong> 3.14<br />
Jan 0.43 0.00 0.04 1.53 1.51 3.14 3.23 1.31 0.68<br />
Feb 0.34 1.53 1.54 -1.95 -1.96 -0.26 -0.25 0.18 0.81<br />
March 0.42 0.00 0.00 1.09 1.12 1.09 1.08 2.57 2.55<br />
April 0.42 0.53 0.54 4.43 4.43 2.51 2.48 3.76 4.44<br />
May 0.34 -0.70 -0.76 3.52 3.49 4.40 4.30 2.54 1.75<br />
June 0.42 -0.27 -0.30 -1.70 -1.66 -1.53 -1.47 0.20 0.12<br />
July 0.50 0.80 0.83 -3.10 -3.10 -4.57 -4.49 -2.39 -1.47<br />
Aug 0.33 1.23 1.23 1.54 1.50 1.38 1.01 -0.71 -1.56<br />
Sept 0.41 0.78 0.76 3.76 3.74 2.97 3.03 5.36 5.35<br />
LAST 12 MONTHS 4.93 5.27 5.14 16.53 16.44 18.79 18.83 24.96 24.86<br />
Fund Invested In Index Tracked<br />
G — Government Securities Investment Fund Special issues of U.S. Treasury securities N/A<br />
F — Fixed Income Index Investment Fund Barclays U.S. Debt Index Fund Lehman Brothers U.S. Aggregate bond<br />
index<br />
C — Common Stock Index Investment Fund Barclays Equity Index Fund S&P 500 stock index<br />
S — Small Capitalization Stock Index<br />
Investment Fund<br />
I — International Stock Index Investment<br />
Fund<br />
Barclays Extended Market Index Fund<br />
Barclays EAFE Index Fund<br />
EAFE<br />
Stock<br />
Index<br />
Wilshire 4500 stock index<br />
Europe, Australasia, and Far East stock<br />
index