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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
Fund Inception
5 yrs.
10 yrs.
life
Fund Inception
Money Market Funds Stock Funds
CREF Money Market
2.17
3.70
4.71
4/88
 CREF Stock
8.30
8.28
10.61
7/52
Fidelity FMMT
2.25
3.73
4.58
12/88
 CREF Growth
1.09
3.87
7.81
4/94
  Fidelity Blue Chip
1.69
5.61
11.98
12/87
Fixed Annuity Fidelity Contrafund
11.52
11.01
13.32
5/67
TIAA Annuity
5.89
6.64
-
-
 Fidelity Magellan
3.17
6.99
18.41
5/63
 
Bond Funds International/World Funds
CREF Bond
4.95
6.09
7.11
3/90
 CREF Global Equities
9.14
7.14
9.73
5/92
Fidelity Govt. Inc.
4.49
5.64
8.30
4/79
 Fidelity Europe
15.87
10.87
11.78
10/86
Fidelity Inv. Grade
5.20
6.08
7.80
8/71
 Fidelity Overseas
13.66
8.25
13.44
12/84
 
Growth & Income Funds  
Annual Interest Crediting Rates
CREF Soc. Choice
6.48
7.91
10.05
3/90
 PERF Options
2007
2006
2005
2004
Fidelity Fund
5.45
8.28
10.45
4/30
 Guaranteed Fund
6.0%
5.75%
6.25%
7.75%
Fidelity Equity Income
8.70
9.38
13.16
5/66
  
Average Annual %
 
   
1 Year
3 Year
5 Year
  
Market Indexes Money Market Fund
5.00
3.15
2.48
  
Dow Jones Industrial
6.81
8.91
-
   Bond Fund
5.21
4.09
5.20
  
S&P 500
6.19
8.42
-
  

S&P 500 Stock Indexes
15.91
10.42
6.14
  
NASDAQ
4.98
6.95
-
   US Small Co. Stock
21.57
17.96
18.46
  
Russell 2000
11.39
9.44
-
   International Equity Index
26.38
20.03
15.07
  
EAFE
15.20
7.92
-
            

TIAA-CREFF and Fidelity Investments figures are as of 12/31/2006. Market Indexes are as of 12/31/2006.

  

 

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Last updated: 15 February 2007
URL: http://www.indiana.edu/~uhrs/
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