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Backtested Results vs. TSP Funds (1997-2008)


Below are the hypothetical returns for TSPKey's primary system (as revised in 2009) and seasonal system. Because daily valuations weren't available until mid-2003, our results are based on switching between the S&P 500 (C Fund proxy) and the 90-day Commercial Paper Rate (G Fund proxy). The compound annual growth rate would be slightly higher if we used a blend of the C, S and I stock funds instead of the C Fund only.


Year

Primary

Seasonal

S&P 500

1997

 32.1% 24.5% 31.0%

1998

 42.7% -4.7% 26.7%

1999

 19.9% 9.7% 19.5%

2000

 4.6% 6.5% -10.1%

2001

 12.0% 3.6% -13.0%

2002

 23.7% -9.7% -7.0%

2003

 25.7% 22.2% 26.4%

2004

 8.2% 14.6% 9.0%

2005

 5.7% 9.9% 3.0%

2006

 14.6% 13.4% 13.6%

2007

 25.5% 6.6% 3.5%

2008

 3.0% 22.8% -48.8%

CAGR*

 17.5% 9.7% 1.7%

*Compound Annual Growth Rate since 1997