Price and Performance
Understanding your investment choices
Below, you’ll find detailed performance information on the various MyCTSavings investment portfolios.
Keep in mind that performance data represent past performance and are not a guarantee of future results. Investment returns and principal values will fluctuate, so when you sell your investments, they could be worth more or less than their original cost. Current performance may be higher or lower than the performance data below. For more information, please see the Program Description.
Investment Portfolios
| Name | YTD returns as of 02/28/2023 | Average annual total returns as of 02/28/2023 |
Unit value as of 02/28/2023 | Inception date | ||||
|---|---|---|---|---|---|---|---|---|
| 1-year | 3-year | 5-year | 10-year | Since inception | ||||
| Target Retirement Date Portfolio: 2070 | 4.11% | -8.71% | — | — | — | -11.90% | $8.54 | 12/9/21 |
| Target Retirement Date Portfolio: 2065 | 4.10% | -8.46% | — | — | — | -11.64% | $8.56 | 12/9/21 |
| Target Retirement Date Portfolio: 2060 | 4.10% | -8.61% | — | — | — | -11.82% | $8.54 | 12/9/21 |
| Target Retirement Date Portfolio: 2055 | 3.94% | -9.04% | — | — | — | -12.00% | $8.51 | 12/9/21 |
| Target Retirement Date Portfolio: 2050 | 3.62% | -9.49% | — | — | — | -12.20% | $8.47 | 12/9/21 |
| Target Retirement Date Portfolio: 2045 | 3.44% | -9.53% | — | — | — | -12.04% | $8.50 | 12/9/21 |
| Target Retirement Date Portfolio: 2040 | 3.21% | -9.94% | — | — | — | -12.28% | $8.48 | 12/9/21 |
| Target Retirement Date Portfolio: 2035 | 2.79% | -9.62% | — | — | — | -11.69% | $8.55 | 12/9/21 |
| Target Retirement Date Portfolio: 2030 | 2.62% | -9.65% | — | — | — | -11.53% | $8.56 | 12/9/21 |
| Target Retirement Date Portfolio: 2025 | 1.98% | -9.56% | — | — | — | -11.02% | $8.63 | 12/9/21 |
| Target Retirement Date Portfolio: Retirement Age | 1.98% | -9.74% | — | — | — | -11.16% | $8.63 | 12/9/21 |
| Cash Preservation Portfolio | 0.68% | 2.15% | — | — | — | 1.70% | $10.19 | 12/9/21 |
| Income Portfolio | 0.72% | -7.92% | — | — | — | -8.63% | $8.93 | 12/9/21 |
| Income & Growth Portfolio | 2.25% | -10.13% | — | — | — | -11.70% | $8.58 | 12/9/21 |
| Balanced Portfolio | 2.65% | -10.14% | — | — | — | -12.00% | $8.52 | 12/9/21 |
| Conservative Growth Portfolio | 3.18% | -10.45% | — | — | — | -12.55% | $8.46 | 12/9/21 |
| Moderate Growth Portfolio | 3.81% | -10.09% | — | — | — | -12.71% | $8.51 | 12/9/21 |
| Growth Portfolio | 4.33% | -7.58% | — | — | — | -9.66% | $8.64 | 12/9/21 |