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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%