Calculating return for month in TSPCalc

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mrwawa
Posts: 8
Joined: Sun Mar 13, 2016 12:39 pm

Calculating return for month in TSPCalc

Post by mrwawa »

Hi all,

I am wondering if there is a way to calculate the average return for a specific investment strategy in TSPCalc? For example, the strategy I am using has me in S for June, but if the average return is only 1% over the past decades, may be better to sit out and see what happens with the debt ceiling. Does anyone know how to do this?

23V23C
Posts: 68
Joined: Sun Sep 24, 2017 2:13 pm

Re: Calculating return for month in TSPCalc

Post by 23V23C »

Not sure if I'm reading your questions correctly. But if you are asking how the TSP funds reacted in previous months where the debt ceiling crisis was looming, you could look at those months in your strategy to see how they performed. Try changing just those months to see how it effects the overall gains. Here is an article with a few of the historical debt ceiling increases.
https://www.usnews.com/opinion/articles ... ing-crises

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12squared
Posts: 621
Joined: Thu Dec 31, 2015 7:28 am

Re: Calculating return for month in TSPCalc

Post by 12squared »

mrwawa wrote: Mon May 15, 2023 11:25 am Hi all,

I am wondering if there is a way to calculate the average return for a specific investment strategy in TSPCalc? For example, the strategy I am using has me in S for June, but if the average return is only 1% over the past decades, may be better to sit out and see what happens with the debt ceiling. Does anyone know how to do this?
Along with monthly returns, it would be really helpful to know the return for each IFT. Alas, TSPcalc is focused solely on calendar year returns.
It’s not about what it is, it’s about what it can become.
- Dr. Seuss
Oh, the possibilities!
“The genius of investing is recognizing the direction of the trend – not catching the highs or the lows.”
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Fund Prices2023-05-30

FundPriceDayYTD
G $17.51 0.04% 1.58%
F $18.62 0.78% 2.25%
C $64.96 0.01% 10.28%
S $64.44 0.04% 4.73%
I $36.87 -0.81% 8.63%
L2065 $13.36 -0.27% 8.95%
L2060 $13.36 -0.27% 8.95%
L2055 $13.36 -0.27% 8.95%
L2050 $27.48 -0.16% 7.74%
L2045 $12.62 -0.14% 7.38%
L2040 $46.42 -0.13% 7.01%
L2035 $12.36 -0.12% 6.58%
L2030 $41.48 -0.10% 6.15%
L2025 $11.94 -0.03% 4.52%
Linc $23.65 0.00% 3.48%

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