TDA: Diversified, Fixed – 2000-20

The Diversified Fund Unit Values are available on the TRS website. I put them into a chart starting in 2010, and I got asked to push it back.

The fixed return was 8.25% until December 11, 2009, when it dropped to 7%. Here’s the deal that delegates voted overwhelmingly for. The UFT used to have the story on its website, but they cleared out their archives. I kind of care, because Jack Miller took a FANTASTIC photo of me speaking in opposition (below) but I also care because documentation of history matters. Norm wrote two lines about it, but that’s not the same thing.

Anyhow, there’s something challenging about making this chart – where to index the fixed?  Make the two amounts equal in January 2000 would give one impression – and I think that would be the default. But I chose to show them as equal January 2010. In any case it is the comparative shapes, rather than raw numbers, that are of interest. Also, and I am not an analyst, this is an ongoing investment, so you don’t drop your money in at the beginning and watch. In other words – I’ve made a somewhat pretty picture, but the analysis is probably much more complicated.

And here’s the raw data (to be proofread or analyzed, or anything you like)