Life Stage Funds Annual Returns
NEAP Life Stage Funds included a mix of investment types stocks, bonds, real estate and cash to "diversify" your investments. Each Life Stage fund is prudently diversified in these different investment types. The investment mix of the Life Stage Funds is tailored to serve the needs of each specific age group.
As you will see by the annual returns for each of the Life Stage Funds, the investment mix is doing exactly what it is designed to do for each of the different Life Stage Funds. To see how your Life Stage Fund has performed, see the chart below.
Life Stage Fund Annual Returns
|
|
Year
|
Under
30s
|
30s
|
40s
|
50s
|
60s
|
| 2005 |
4.98% |
4.90% |
4.74% |
4.98% |
4.83% |
| 2006 |
12.70% |
11.70% |
10.63% |
9.94% |
8.27% |
| 2007 |
6.84% |
7.08% |
7.38% |
6.13% |
5.85% |
| 2008 |
(25.96)% |
(22.26)% |
(18.38)% |
(14.02)% |
(7.54)% |
| 2009 |
19.64% |
17.76% |
16.04% |
10.40% |
5.75% |
| 2010 |
14.71% |
13.73% |
12.86% |
9.58% |
6.96% |
| 2011 |
3.21% |
3.95% |
4.69% |
3.58% |
4.28% |
| 2012 |
14.13% |
13.18% |
12.35% |
9.12% |
7.14% |
| 2013 |
22.30% |
18.51% |
14.96% |
12.92% |
8.18% |
| 2014 |
10.42% |
9.81% |
9.15% |
6.81% |
5.62% |
| 2015 |
0.69% |
0.67% |
0.66% |
1.23% |
1.70% |
| 2016 |
11.25% |
10.31% |
9.35% |
7.35% |
5.27% |
| 2017 |
14.34% |
12.85% |
11.20% |
8.70% |
6.42% |
| 2018 |
(3.63)% |
(3.11)% |
(2.66)% |
(1.05)% |
0.27% |
| 2019 |
22.01% |
20.06% |
18.10% |
13.44% |
10.06% |
| 2020 |
14.69% |
14.05% |
13.07% |
9.69% |
7.26% |
| 2021 |
19.22% |
16.34% |
13.44% |
12.18% |
8.70% |
| 2022 |
(13.50)% |
(13.06)% |
(12.55)% |
(5.33)% |
(2.80)% |