Investment Fund Performance
The following sample of retirement investment opportunities reflects average annual total return after all administrative expenses. These figures are based on historical results, and they do not necessarily represent future performance.
| |
Average Annual % Return |
|
|
Average Annual % Return |
|
| 5 yrs. |
10 yrs. |
Life |
Inception |
5 yrs. |
10 yrs. |
life |
Inception |
| Money Market Funds |
Stock Funds |
| CREF Money Market |
3.30 |
4.31 |
5.00 |
4/88 |
CREF Stock |
0.01 |
9.88 |
10.5 |
7/52 |
| Fidelity FMMT |
3.34 |
4.31 |
4.84 |
12/88 |
CREF Growth |
-6.85 |
n/a |
8.37 |
4/94 |
| |
Fidelity Blue Chip |
-3.75 |
9.21 |
13.14 |
12/87 |
| Fixed Annuity |
Fidelity Contrafund |
2.92 |
12.69 |
13.26 |
5/67 |
| TIAA Annuity |
6.57 |
6.97 |
- |
- |
Fidelity Magellan |
-2.20 |
9.50 |
19.21 |
5/63 |
| |
| Bond Funds |
International/World Funds |
| CREF Bond |
7.19 |
7.26 |
7.95 |
3/90 |
CREF Global Equities |
-0.69 |
7.37 |
8.75 |
5/92 |
| Fidelity Govt. Inc. |
6.77 |
6.79 |
8.97 |
4/79 |
Fidelity Europe |
1.43 |
9.25 |
9.97 |
10/86 |
| Fidelity Inv. Grade |
7.02 |
6.86 |
8.17 |
8/71 |
Fidelity Overseas |
2.18 |
5.78 |
12.93 |
12/84 |
| |
| Growth & Income Funds |
|
1 year % Return |
|
| CREF Soc. Choice |
2.85 |
10.35 |
10.52 |
3/90 |
PERF Options |
6/30/00 |
6/30/01 |
6/30/02 |
6/30/03 |
| Fidelity Fund |
-1.49 |
11.01 |
10.46 |
4/30 |
Money Market Fund |
5.40 |
5.68 |
2.58 |
1.40 |
| Fidelity Equity Income |
3.40 |
11.33 |
13.02 |
5/66 |
Guaranteed Fund |
8.25 |
8.25 |
8.25 |
8.25/7.75* |
| |
Bond Fund |
4.44 |
11.23 |
8.60 |
10.42 |
| Market Indexes |
S&P 500 Stock Indexes** |
7.97 |
30.54 |
8.77 |
0.20 |
| Dow Jones Industrial |
3.05 |
13.26 |
- |
|
US Small Co. Stock* |
|
|
-9.46 |
1.28 |
| S&P 500 |
-1.20 |
11.68 |
- |
|
*8.25% for the first quarter, 7.75% for the last three quarters, year ending 06/30/2003. **S&P 500 and Russell 2000 (small company) Index one-year returns. |
| NASDAQ |
-3.80 |
10.94 |
- |
|
| Russell 2000 |
9.66 |
10.44 |
- |
|
| EAFE |
0.74 |
4.72 |
- |
|
Figures for TIAA-CREFF, Fidelity Investments and Market Indexes are as of 3/31/04 |
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