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Governor Phil Murphy • Lt. Governor Tahesha Way

 

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Price and Performance

Understanding your investment choices

Below, you’ll find detailed performance information on the various RetireReady NJ investment funds. Please see the Program Description for more information.

Keep in mind that the performance data shown 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.

Investment Funds

Average Total Returns (1)
Name YTD returns (1) 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception Unit value (1) Inception date
1. As of 3/31/2025
Capital Preservation Fund
Vanguard Treasury Money Market Fund (VUSXX)		 0.86% 0.28% 0.86% - - - 3.19% $10.32 6/1/2024
Target Date Fund
Vanguard Target Retirement Income Fund (VTINX)		 1.18% -0.97% 1.18% - - - 4.29% $10.43 6/1/2024
Target Date Fund 2020
Vanguard Target Retirement Income Fund 2020 (VTWNX)		 0.95% -1.28% 0.95% - - - 4.34% $10.43 6/1/2024
Target Date Fund 2025
Vanguard Target Retirement Income Fund 2025 (VTTVX)		 0.46% -1.84% 0.46% - - - 4.25% $10.43 6/1/2024
Target Date Fund 2030
Vanguard Target Retirement Income Fund 2030 (VTHRX)		 0.02% -2.28% 0.02% - - - 3.88% $10.39 6/1/2024
Target Date Fund 2035
Vanguard Target Retirement Income Fund 2035 (VTTHX)		 -0.14% -2.46% -0.14% - - - 4.08% $10.41 6/1/2024
Target Date Fund 2040
Vanguard Target Retirement Income Fund 2040 (VFORX)		 -0.41% -2.75% -0.41% - - - 4.85% $10.48 6/1/2024
Target Date Fund 2045
Vanguard Target Retirement Income Fund 2045 (VTIVX)		 -0.58% -2.98% -0.58% - - - 4.21% $10.42 6/1/2024
Target Date Fund 2050
Vanguard Target Retirement Income Fund 2050 (VFIFX)		 -0.74% -3.19% -0.74% - - - 4.29% $10.43 6/1/2024
Target Date Fund 2055
Vanguard Target Retirement Income Fund 2055 (VFFVX)		 -0.74% -3.18% -0.74% - - - 4.24% $10.42 6/1/2024
Target Date Fund 2060
Vanguard Target Retirement Income Fund 2060 (VTTSX)		 -0.74% -3.18% -0.74% - - - 4.19% $10.42 6/1/2024
Target Date Fund 2065
Vanguard Target Retirement Income Fund 2065 (VLXVX)		 -0.72% -3.16% -0.72% - - - 4.20% $10.42 6/1/2024
Target Date Fund 2070
Vanguard Target Retirement Income Fund 2070 (VSVNX)		 -0.74% -3.20% -0.74% - - - 4.22% $10.42 6/1/2024
Large Cap Fund
Fidelity 500 Index Fund (FXAIX)		 -4.45% -5.69% -4.45% - - - 3.89% $10.39 6/1/2024
Mid Cap Fund
Fidelity Mid Cap Index Fund (FSMDX)		 -3.61% -4.71% -3.61% - - - 5.57% $10.56 6/1/2024
Small Cap Core Fund
Fidelity Small Cap Index Fund (FSSNX)		 -9.65% -6.87% -9.65% - - - -0.49% $9.95 6/1/2024
Small Cap Value Fund
Wasatch Small Cap Value Fund (Institutional Class) (WICVX)		 -9.77% -6.86% -9.77% - - - -3.50% $9.65 6/1/2024
International Equity Fund
Fidelity Global ex US Index Fund (FSGGX) 		5.99% 0.07% 5.99% - - - 5.22% $10.52 6/1/2024
Fixed Income Fund
Baird Core Plus Bond Fund (Institutional Class) (BCOIX) 		2.00% -0.69% 2.00% - - - 3.73% $10.37 6/1/2024

Last Updated: Wednesday, 04/09/25