Nice comparison for the S-Fund

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Bubba
Posts: 165
Joined: Thu Mar 05, 2020 3:40 am

Nice comparison for the S-Fund

Post by Bubba »

Check our forum for the returns of the S Fund, which at present stands at 6.69% YTD.

FSMAX (which tracks the same index) stands at 6.67% https://www.morningstar.com/funds/xnas/fsmax/quote

DWCPF the index has returned 6.66% https://www.tradingview.com/chart/?symbol=DJ%3ADWCPF

Look at 2020:

S fund 31.85% (https://www.tsp.gov/fund-performance/)...by the way, it's cool, they updated the S Funds return back to 2000.

FSMAX 32.16% (https://www.morningstar.com/funds/xnas/fsmax/quote)

DWCPF 32.17% (https://www.tsp.gov/fund-performance/)

Normally the funds in the TSP outperform funds outside the TSP because of the way they handle dividends. This explains why the FRTIB was mentioning that the index that Blackrock is tracking isn't performing as well as it should. Last year, the S Fund should have outperformed FSMAX at least.

This is just FYI and I still suggest to use the S Fund as we invest (especially using TSPCalc's work). I'm only showing this for the curious bunch that are like me.

Have a great weekend!

Best,

Bubba

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Fund Prices2021-04-13

FundPriceDayYTD
G $16.56 0.00% 0.33%
F $20.63 0.24% -2.65%
C $61.91 0.33% 10.73%
S $82.51 0.51% 11.20%
I $37.56 0.28% 6.13%
L2065 $13.54 0.34% 9.12%
L2060 $13.54 0.34% 9.12%
L2055 $13.54 0.34% 9.12%
L2050 $27.70 0.30% 7.33%
L2045 $12.66 0.28% 6.87%
L2040 $46.29 0.26% 6.44%
L2035 $12.25 0.24% 5.93%
L2030 $40.88 0.22% 5.43%
L2025 $11.64 0.17% 4.30%
Linc $22.75 0.09% 2.13%

Pending Allocations

Under development. For now, you may view Pending Allocations by going to "fantasy TSP" and selecting "Leaderboard sort" of "Pending Allocations".

What else

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