Below, you鈥檒l 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.
| Name | YTD returns (1) | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Since Inception | Unit value (1) | Inception date |
|---|---|---|---|---|---|---|---|---|---|
| 1. As of 7/31/2025 | |||||||||
| Capital Preservation Fund |
2.08% | 0.29% | 0.89% | 3.91% | - | - | 3.79% | $10.44 | 6/1/2024 |
| Target Date Fund |
5.76% | 0.16% | 3.64% | 7.02% | - | - | 7.68% | $10.90 | 6/1/2024 |
| Target Date Fund 2020 |
6.19% | 0.26% | 4.36% | 7.73% | - | - | 8.31% | $10.98 | 6/1/2024 |
| Target Date Fund 2025 |
7.35% | 0.38% | 5.91% | 9.11% | - | - | 9.70% | $11.14 | 6/1/2024 |
| Target Date Fund 2030 |
8.00% | 0.47% | 7.06% | 9.95% | - | - | 10.34% | $11.22 | 6/1/2024 |
| Target Date Fund 2035 |
8.64% | 0.55% | 7.86% | 10.79% | - | - | 11.23% | $11.32 | 6/1/2024 |
| Target Date Fund 2040 |
9.14% | 0.64% | 8.67% | 11.68% | - | - | 12.65% | $11.49 | 6/1/2024 |
| Target Date Fund 2045 |
9.71% | 0.74% | 9.46% | 12.44% | - | - | 12.73% | $11.50 | 6/1/2024 |
| Target Date Fund 2050 |
10.41% | 0.81% | 10.28% | 13.25% | - | - | 13.57% | $11.60 | 6/1/2024 |
| Target Date Fund 2055 |
10.40% | 0.80% | 10.29% | 13.23% | - | - | 13.51% | $11.59 | 6/1/2024 |
| Target Date Fund 2060 |
10.39% | 0.78% | 10.29% | 13.20% | - | - | 13.46% | $11.59 | 6/1/2024 |
| Target Date Fund 2065 |
10.42% | 0.80% | 10.29% | 13.20% | - | - | 13.47% | $11.59 | 6/1/2024 |
| Target Date Fund 2070 |
10.41% | 0.79% | 10.26% | 13.18% | - | - | 13.50% | $11.59 | 6/1/2024 |
| Large Cap Fund |
8.11% | 2.18% | 13.99% | 15.58% | - | - | 14.86% | $11.75 | 6/1/2024 |
| Mid Cap Fund |
6.28% | 1.78% | 11.46% | 11.32% | - | - | 13.91% | $11.64 | 6/1/2024 |
| Small Cap Core Fund |
-0.46% | 1.70% | 12.81% | -1.02% | - | - | 8.20% | $10.96 | 6/1/2024 |
| Small Cap Value Fund |
-3.81% | 0.98% | 11.73% | -6.71% | - | - | 2.45% | $10.29 | 6/1/2024 |
| International Equity Fund |
16.97% | -1.23% | 7.08% | 13.38% | - | - | 13.67% | $11.61 | 6/1/2024 |
| Fixed Income Fund |
2.90% | -0.18% | 0.60% | 2.92% | - | - | 3.97% | $10.46 | 6/1/2024 |