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 06/30/2022 Average annual total returns
as of 06/30/2022
Unit value as of 06/30/2022 Inception date
1-year 3-year 5-year 10-year Since inception
Target Retirement Date Portfolio: 2070
-20.20% -19.40% $8.06 12/9/21
Target Retirement Date Portfolio: 2065
-19.98% -19.18% $8.08 12/9/21
Target Retirement Date Portfolio: 2060
-20.14% -19.34% $8.07 12/9/21
Target Retirement Date Portfolio: 2055
-19.75% -19.03% $8.10 12/9/21
Target Retirement Date Portfolio: 2050
-19.11% -18.46% $8.15 12/9/21
Target Retirement Date Portfolio: 2045
-18.48% -17.87% $8.21 12/9/21
Target Retirement Date Portfolio: 2040
-18.13% -17.57% $8.24 12/9/21
Target Retirement Date Portfolio: 2035
-16.77% -16.29% $8.36 12/9/21
Target Retirement Date Portfolio: 2030
-16.40% -15.92% $8.41 12/9/21
Target Retirement Date Portfolio: 2025
-14.47% -14.14% $8.59 12/9/21
Target Retirement Date Portfolio: Retirement Age
-14.50% -14.14% $8.58 12/9/21
Cash Preservation Portfolio
0.14% 0.16% $9.99 12/9/21
Income Portfolio
-9.58% -9.60% $9.04 12/9/21
Income & Growth Portfolio
-15.47% -15.10% $8.49 12/9/21
Balanced Portfolio
-16.67% -16.20% $8.38 12/9/21
Conservative Growth Portfolio
-17.98% -17.44% $8.26 12/9/21
Moderate Growth Portfolio
-19.55% -18.84% $8.12 12/9/21
Growth Portfolio
-19.07% -17.62% $8.08 12/9/21