Returns to Oct 27, 2026
- Year to date
- 11.7%
- from Dec 31, 2025
- 1 year
- 12.3%
- from Oct 27, 2025
- 3 years
- 20.3%
- a year, from Oct 27, 2023
- 5 years
- 9.5%
- a year, from Oct 27, 2021
- 10 years
- 11.5%
- a year, from Oct 27, 2016
- Since start
- 10.2%
- a year, from Jan 31, 2011
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 2050 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
- Jan 31, 2011
- Retires
- June 30 of 2050, when it merges into the L Income Fund.
Since Jan 31, 2011
$10,000 on Jan 31, 2011 would be about
$46,400
by Oct 27, 2026. In the C Fund over the same span: about $82,000.
- Growth per year
- 10.2%
- C Fund 14.2%
- Best year
- 26.2%
- 2013
- Worst year
- −15.1%
- 2022
- Biggest drop
- 29%
- peak to trough; C Fund 34%
Year by year
| Year | L 2050 | C Fund |
|---|---|---|
| 2011* | −3.8% | 2.1% |
| 2012 | 15.9% | 16.1% |
| 2013 | 26.2% | 32.4% |
| 2014 | 6.4% | 13.8% |
| 2015 | 0.5% | 1.5% |
| 2016 | 8.6% | 12.0% |
| 2017 | 18.8% | 21.8% |
| 2018 | −6.0% | −4.4% |
| 2019 | 23.3% | 31.5% |
| 2020 | 14.8% | 18.3% |
| 2021 | 16.3% | 28.7% |
| 2022 | −15.1% | −18.1% |
| 2023 | 20.0% | 26.2% |
| 2024 | 14.0% | 25.0% |
| 2025 | 19.1% | 17.8% |
| 2026* | 11.7% | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | 3.3% | −0.2% | 3.6% | −1.4% | −1.5% | −1.8% | −6.2% | −7.8% | 9.9% | −0.8% | 0.0% | −3.8%* | |
| 2012 | 4.9% | 4.0% | 1.9% | −0.8% | −6.8% | 4.3% | 0.8% | 2.5% | 2.4% | −0.8% | 1.2% | 1.9% | 15.9% |
| 2013 | 4.6% | 0.6% | 2.7% | 2.4% | 0.5% | −1.6% | 4.8% | −2.1% | 4.4% | 3.5% | 1.9% | 2.0% | 26.2% |
| 2014 | −2.7% | 4.4% | 0.1% | 0.3% | 1.8% | 2.0% | −1.9% | 2.6% | −2.5% | 1.7% | 1.6% | −0.9% | 6.4% |
| 2015 | −1.2% | 5.0% | −0.8% | 1.2% | 0.8% | −1.7% | 1.5% | −5.4% | −3.1% | 6.3% | 0.2% | −1.8% | 0.5% |
| 2016 | −4.9% | −0.6% | 5.9% | 0.9% | 1.2% | −0.6% | 3.7% | 0.2% | 0.5% | −1.9% | 2.2% | 2.0% | 8.6% |
| 2017 | 1.9% | 2.5% | 0.8% | 1.3% | 1.5% | 0.6% | 1.8% | 0.1% | 2.1% | 1.6% | 2.0% | 1.0% | 18.8% |
| 2018 | 4.1% | −3.4% | −1.1% | 0.7% | 1.3% | 0.1% | 2.5% | 1.6% | 0.2% | −6.4% | 1.2% | −6.5% | −6.0% |
| 2019 | 6.7% | 2.7% | 1.0% | 3.0% | −4.7% | 5.5% | 0.2% | −1.5% | 1.7% | 2.2% | 2.4% | 2.4% | 23.3% |
| 2020 | −0.7% | −6.4% | −11.9% | 9.2% | 4.4% | 2.4% | 3.8% | 5.2% | −2.6% | −2.2% | 11.2% | 3.8% | 14.8% |
| 2021 | −0.4% | 2.3% | 2.3% | 3.7% | 1.3% | 1.0% | 1.1% | 2.0% | −3.2% | 4.2% | −2.2% | 3.4% | 16.3% |
| 2022 | −4.6% | −2.0% | 1.4% | −7.0% | −0.6% | −6.1% | 6.7% | −3.8% | −8.0% | 6.0% | 6.9% | −3.7% | −15.1% |
| 2023 | 6.5% | −2.2% | 2.3% | 1.3% | −1.0% | 5.0% | 2.9% | −2.2% | −3.7% | −2.6% | 7.9% | 4.9% | 20.0% |
| 2024 | 0.4% | 3.6% | 2.8% | −3.5% | 4.0% | 1.1% | 2.2% | 2.1% | 1.4% | −2.0% | 3.9% | −2.7% | 14.0% |
| 2025 | 2.9% | −0.7% | −3.2% | 1.0% | 4.9% | 3.9% | 0.8% | 2.6% | 2.8% | 1.8% | 0.3% | 0.9% | 19.1% |
| 2026 | 2.6% | 1.7% | −5.4% | 8.1% | 4.2% | 0.1% | −0.8% | 2.4% | −1.3% | 0.1%* | 11.7%* |
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 | 14 | 26.2%to 2013 | −15.1%to 2022 | 11.6% | 2 of 14 |
| 3 years | 12 | 18.1%to 2021 | 4.3%to 2022 | 10.0% | 0 of 12 |
| 5 years | 10 | 13.0%to 2021 | 5.3%to 2018 | 9.7% | 0 of 10 |
| 10 years | 5 | 12.1%to 2021 | 8.1%to 2023 | 9.7% | 0 of 5 |
Every span
| Ending | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|
| 2025 | 19.1% | 17.7% | 10.0% | 10.7% |
| 2024 | 14.0% | 5.1% | 9.2% | 8.8% |
| 2023 | 20.0% | 5.8% | 10.9% | 8.1% |
| 2022 | −15.1% | 4.3% | 5.6% | 8.6% |
| 2021 | 16.3% | 18.1% | 13.0% | 12.1% |
| 2020 | 14.8% | 10.0% | 11.4% | |
| 2019 | 23.3% | 11.3% | 8.5% | |
| 2018 | −6.0% | 6.7% | 5.3% | |
| 2017 | 18.8% | 9.0% | 11.7% | |
| 2016 | 8.6% | 5.1% | 11.2% | |
| 2015 | 0.5% | 10.5% | ||
| 2014 | 6.4% | 15.9% | ||
| 2013 | 26.2% | |||
| 2012 | 15.9% |
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 |
|---|---|---|---|---|
| Feb 12, 2020 | Mar 23, 2020 | −29.2% | 40 days | 188 days |
| Nov 8, 2021 | Oct 12, 2022 | −22.9% | 338 days | 2.1 yrs |
| Apr 29, 2011 | Oct 3, 2011 | −19.8% | 157 days | 322 days |
| Sep 21, 2018 | Dec 24, 2018 | −15.6% | 94 days | 214 days |
| May 21, 2015 | Feb 11, 2016 | −15.0% | 266 days | 1.2 yrs |
Past performance does not predict future returns. This is not investment advice.
Official TSP share prices through Oct 27, 2026.
Open the L 2050 in the backtester to test a plan that moves in and out of it, or see every fund.