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re: If your IRA chart looks like this how concerned are you?
Posted on 12/18/18 at 11:36 am to Tarps99
Posted on 12/18/18 at 11:36 am to Tarps99
quote:
I doubt I have seen any gains in the past 10 years.
You must have been in all cash then. The past ten years has been an epic bull market for stocks unless you got it right before the crash.
Posted on 12/18/18 at 12:12 pm to foshizzle
quote:If you had finished reading the thread, you would've seen the proof OP provided:
You must have been in all cash then. The past ten years has been an epic bull market for stocks unless you got it right before the crash.
![](https://i.ibb.co/5Y0ZPqM/3423-DD93-6-E6-D-42-F2-B2-D8-3-A8-DA87-D19-B2.jpg)
Having just looked at the 5 year performance of those funds, OP's problem is that these Oppenheimer funds are EDIT: not as bad as I initially thought; see the note below. The high fees compared to the alternatives is just insult to injury.
EDIT 2: This original post was wrong about the mutual funds' performances. I wrongly assumed the Google chart for the funds showed changes in NAV per share. Thankfully, Thib-a-doe Tiger pointed out that my information was wrong. I have removed the wrong info for later readers. If you want accurate NAV changes for the funds, use Morningstar. If you would like to see my mistakes, they are quoted on the following page.
The information below is the name of the funds he was invested in, the ticker, and the type of investments the funds use:
Capital Appreciation Fund A: OPTFX, large cap US growth stocks.
Discovery Fund A: OPOCX, small cap US growth stocks.
Global Allocation Fund A: QVGIX, global allocation with short-to-medium term horizon that "seeks to achieve attractive total returns without taking undue risk."
Global Fund A: OPPAX, large cap US and foreign stock fund.
Global Strategic Income Fund A: OPSIX, global fixed income investments.
Limited-Term Bond Fund A: OUSGX, limited term US investment grade fixed income investments.
This post was edited on 12/18/18 at 4:36 pm
Posted on 12/18/18 at 3:02 pm to foshizzle
quote:
The past ten years has been an epic bull market for stocks unless you got it right before the crash.
Yeah, I've gone from zero to nearly $200k since Spring 2010.
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