Returns to Oct 27, 2026
- Year to date
- 9.2%
- from Dec 31, 2025
- 1 year
- 9.8%
- from Oct 27, 2025
- 3 years
- 15.9%
- a year, from Oct 27, 2023
- 5 years
- 8.1%
- a year, from Oct 27, 2021
- 10 years
- 9.3%
- a year, from Oct 27, 2016
- Since start
- 7.5%
- a year, from Jul 29, 2005
Spans longer than a year show the yearly rate. Share prices include the fund's earnings and expenses, so a price change is the return.
What the L 2030 Fund holds
A mix of the G, F, C, S and I Funds that becomes steadily more conservative as its target year nears. When its mix matches the L Income Fund it retires and merges into L Income, on June 30 of its target year.
- First priced
- Jul 29, 2005
- Retires
- June 30 of 2030, when it merges into the L Income Fund.
Since Jul 29, 2005
$10,000 on Jul 29, 2005 would be about
$46,600
by Oct 27, 2026. In the C Fund over the same span: about $96,600.
- Growth per year
- 7.5%
- C Fund 11.0%
- Best year
- 22.5%
- 2009
- Worst year
- −27.5%
- 2008
- Biggest drop
- 43%
- peak to trough; C Fund 55%
Year by year
| Year | L 2030 | C Fund |
|---|---|---|
| 2005* | 3.8% | 5.0% |
| 2006 | 15.0% | 15.8% |
| 2007 | 7.1% | 5.5% |
| 2008 | −27.5% | −37.0% |
| 2009 | 22.5% | 26.7% |
| 2010 | 12.5% | 15.1% |
| 2011 | −0.3% | 2.1% |
| 2012 | 12.6% | 16.1% |
| 2013 | 20.2% | 32.4% |
| 2014 | 5.7% | 13.8% |
| 2015 | 1.0% | 1.5% |
| 2016 | 7.1% | 12.0% |
| 2017 | 14.5% | 21.8% |
| 2018 | −3.6% | −4.4% |
| 2019 | 17.6% | 31.5% |
| 2020 | 11.3% | 18.3% |
| 2021 | 12.4% | 28.7% |
| 2022 | −10.3% | −18.1% |
| 2023 | 15.8% | 26.2% |
| 2024 | 11.5% | 25.0% |
| 2025 | 15.2% | 17.8% |
| 2026* | 9.2% | 13.8% |
* part of a year. Returns are from official daily share prices; each move happens at the close of its day.
Month by month
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | 0.3% | 1.2% | −1.7% | 2.8% | 1.2% | 3.8%* | |||||||
| 2006 | 3.4% | 0.0% | 1.7% | 1.6% | −2.5% | 0.3% | 0.2% | 2.0% | 1.3% | 2.9% | 2.0% | 1.2% | 15.0% |
| 2007 | 1.4% | −0.5% | 1.2% | 3.0% | 2.5% | −0.8% | −2.1% | 0.9% | 3.1% | 2.1% | −2.9% | −0.6% | 7.1% |
| 2008 | −4.7% | −1.5% | −0.2% | 3.7% | 1.5% | −5.9% | −1.1% | 0.2% | −7.2% | −13.4% | −5.0% | 3.2% | −27.5% |
| 2009 | −6.7% | −7.5% | 6.3% | 8.2% | 5.4% | 0.1% | 6.2% | 3.0% | 3.1% | −1.8% | 3.5% | 1.9% | 22.5% |
| 2010 | −2.5% | 1.9% | 4.5% | 0.9% | −6.1% | −3.0% | 5.8% | −2.9% | 6.8% | 2.8% | −0.6% | 5.0% | 12.5% |
| 2011 | 1.6% | 2.6% | 0.0% | 2.8% | −1.0% | −1.1% | −1.3% | −4.6% | −5.9% | 7.7% | −0.5% | 0.1% | −0.3% |
| 2012 | 3.8% | 3.1% | 1.5% | −0.5% | −5.2% | 3.3% | 0.7% | 1.9% | 1.9% | −0.6% | 0.9% | 1.5% | 12.6% |
| 2013 | 3.6% | 0.5% | 2.1% | 1.9% | 0.4% | −1.2% | 3.7% | −1.6% | 3.4% | 2.8% | 1.5% | 1.6% | 20.2% |
| 2014 | −2.0% | 3.4% | 0.1% | 0.4% | 1.5% | 1.5% | −1.3% | 2.1% | −1.8% | 1.4% | 1.3% | −0.7% | 5.7% |
| 2015 | −0.8% | 3.8% | −0.6% | 1.0% | 0.6% | −1.3% | 1.2% | −4.0% | −2.3% | 4.9% | 0.2% | −1.3% | 1.0% |
| 2016 | −3.6% | −0.4% | 4.5% | 0.7% | 0.9% | −0.3% | 2.8% | 0.2% | 0.4% | −1.4% | 1.6% | 1.6% | 7.1% |
| 2017 | 1.5% | 2.0% | 0.6% | 1.1% | 1.2% | 0.5% | 1.4% | 0.2% | 1.6% | 1.3% | 1.6% | 0.8% | 14.5% |
| 2018 | 3.1% | −2.5% | −0.8% | 0.6% | 1.0% | 0.1% | 1.9% | 1.3% | 0.2% | −4.6% | 1.0% | −4.6% | −3.6% |
| 2019 | 4.9% | 2.0% | 0.9% | 2.2% | −3.4% | 4.1% | 0.2% | −1.0% | 1.3% | 1.7% | 1.8% | 1.8% | 17.6% |
| 2020 | −0.5% | −4.6% | −8.7% | 6.7% | 3.3% | 1.8% | 2.8% | 3.8% | −1.9% | −1.6% | 8.1% | 2.8% | 11.3% |
| 2021 | −0.3% | 1.7% | 1.8% | 2.7% | 1.0% | 0.8% | 0.9% | 1.5% | −2.4% | 3.1% | −1.5% | 2.5% | 12.4% |
| 2022 | −3.3% | −1.5% | 1.1% | −5.1% | −0.3% | −4.4% | 5.0% | −2.7% | −5.8% | 4.5% | 5.2% | −2.6% | −10.3% |
| 2023 | 4.9% | −1.5% | 1.9% | 1.1% | −0.6% | 3.7% | 2.2% | −1.5% | −2.7% | −1.8% | 5.9% | 3.7% | 15.8% |
| 2024 | 0.4% | 2.7% | 2.2% | −2.5% | 3.1% | 0.9% | 1.8% | 1.7% | 1.2% | −1.4% | 2.9% | −1.9% | 11.5% |
| 2025 | 2.2% | −0.4% | −2.3% | 0.9% | 3.7% | 3.0% | 0.7% | 2.0% | 2.1% | 1.4% | 0.3% | 0.7% | 15.2% |
| 2026 | 1.9% | 1.3% | −3.7% | 5.6% | 3.0% | 0.2% | −0.4% | 1.8% | −0.8% | 0.2%* | 9.2%* |
Blue, the month was up; red, it was down; the deeper the colour, the bigger the move. * part of a month or year.
| Over | Spans | Best | Worst | Average | Lost money |
|---|---|---|---|---|---|
| 1 year | 20 | 22.5%to 2009 | −27.5%to 2008 | 8.0% | 4 of 20 |
| 3 years | 18 | 14.1%to 2025 | −3.7%to 2008 | 6.8% | 3 of 18 |
| 5 years | 16 | 13.2%to 2013 | 1.3%to 2011 | 7.4% | 0 of 16 |
| 10 years | 11 | 9.7%to 2021 | 5.1%to 2016 | 7.5% | 0 of 11 |
Every span
| Ending | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 2025 | 15.2% | 14.1% | 8.4% | 8.8% |
| 2024 | 11.5% | 5.0% | 7.7% | 7.4% |
| 2023 | 15.8% | 5.3% | 8.8% | 6.8% |
| 2022 | −10.3% | 3.9% | 4.9% | 7.2% |
| 2021 | 12.4% | 13.7% | 10.2% | 9.7% |
| 2020 | 11.3% | 8.1% | 9.1% | 8.3% |
| 2019 | 17.6% | 9.1% | 7.0% | 8.5% |
| 2018 | −3.6% | 5.7% | 4.8% | 8.9% |
| 2017 | 14.5% | 7.4% | 9.5% | 5.8% |
| 2016 | 7.1% | 4.6% | 9.1% | 5.1% |
| 2015 | 1.0% | 8.7% | 7.6% | 5.9% |
| 2014 | 5.7% | 12.7% | 9.9% | |
| 2013 | 20.2% | 10.5% | 13.2% | |
| 2012 | 12.6% | 8.1% | 2.3% | |
| 2011 | −0.3% | 11.2% | 1.3% | |
| 2010 | 12.5% | 0.0% | 4.2% | |
| 2009 | 22.5% | −1.6% | ||
| 2008 | −27.5% | −3.7% | ||
| 2007 | 7.1% | |||
| 2006 | 15.0% |
Each figure is the yearly rate over a span ending on the last priced day of that year. A blank cell means the span starts before the fund did.
| High | Low | Fall | Fell over | Back after |
|---|---|---|---|---|
| Oct 31, 2007 | Mar 9, 2009 | −43.3% | 1.4 yrs | 3.3 yrs |
| Feb 12, 2020 | Mar 23, 2020 | −22.3% | 40 days | 182 days |
| Nov 8, 2021 | Sep 30, 2022 | −16.6% | 326 days | 2.1 yrs |
| Apr 29, 2011 | Oct 3, 2011 | −15.1% | 157 days | 305 days |
| Sep 21, 2018 | Dec 24, 2018 | −11.4% | 94 days | 196 days |
Past performance does not predict future returns. This is not investment advice.
Official TSP share prices through Oct 27, 2026.
Open the L 2030 in the backtester to test a plan that moves in and out of it, or see every fund.