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Started By
Message
re: 401k Rate of Return YTD
Posted on 5/10/18 at 6:08 pm to Serraneaux
Posted on 5/10/18 at 6:08 pm to Serraneaux
I am up 0.66%. My best ETF is SLY, which is up 6.24% for me (indexed S&P short cap). My biggest loser is VTV (Vanguard Value) at -1.68%. TRBCX had a rough two months but has done well recently.
0
Posted on 5/10/18 at 7:50 pm to AnonymousTiger
VWIGX 6.16%
VTSAX 2.77%
AGTHX 6.66%
I don't feel like doing the math, but just eyeballing it, I'm probably up right around 5%.
ETA: All of these accounts are tax sheltered, but not in a 401k.
VTSAX 2.77%
AGTHX 6.66%
I don't feel like doing the math, but just eyeballing it, I'm probably up right around 5%.
ETA: All of these accounts are tax sheltered, but not in a 401k.
This post was edited on 5/10/18 at 9:55 pm
Posted on 5/11/18 at 7:30 am to Joshjrn
7.35% now
Posted on 5/12/18 at 5:45 pm to Serraneaux
7.50%
Posted on 5/13/18 at 9:01 pm to AnonymousTiger
4.43%
I’m in the AMCAP fund.
I’m in the AMCAP fund.
Posted on 5/15/18 at 8:21 am to ZZTIGERS
401k YTD 9%
IRA YTD 2%
I work for Phillips 66 so this latest run has certainly helped my 401k
IRA is set very conservative. Been waiting on that big pullback that never happened
IRA YTD 2%
I work for Phillips 66 so this latest run has certainly helped my 401k
IRA is set very conservative. Been waiting on that big pullback that never happened
Posted on 5/17/18 at 7:50 am to TigerMan79
Almost even on YDT returns. (- 0.3%)
401K return is -2.75%
IRA's-return is + 2.6% which is led by the latest run by Fidelity Select Energy Mutual Fund of 10.1%.
The 401K account is almost 100% S & P 500 index stock fund. I moved a large percentage of stable value into it before it dropped but off of the market highs. Expect to continue to catch up quickly.
Given that the Fidelity fund was inthe bucket last year and I did not dump it I am encouraged that I can exceed market averages at the end of the year with my overall portfolio.
Yes, I missed the mark with timing the market on this one and would not recommend that everyone do it. Will I do it again? You bet.
401K return is -2.75%
IRA's-return is + 2.6% which is led by the latest run by Fidelity Select Energy Mutual Fund of 10.1%.
The 401K account is almost 100% S & P 500 index stock fund. I moved a large percentage of stable value into it before it dropped but off of the market highs. Expect to continue to catch up quickly.
Given that the Fidelity fund was inthe bucket last year and I did not dump it I am encouraged that I can exceed market averages at the end of the year with my overall portfolio.
Yes, I missed the mark with timing the market on this one and would not recommend that everyone do it. Will I do it again? You bet.
This post was edited on 5/17/18 at 9:01 am
Posted on 5/23/18 at 12:24 pm to AnonymousTiger
Cash 0%
Bonds 0%
Large-cap stocks 70%
Mid/small-cap stocks 10%
International stocks 20%
YTD rate of return 6.62%
Bonds 0%
Large-cap stocks 70%
Mid/small-cap stocks 10%
International stocks 20%
YTD rate of return 6.62%
Posted on 5/23/18 at 2:45 pm to KingBarkus
2.21% ytd
Posted on 5/23/18 at 4:16 pm to CheesyF
YTD: +4.04%
1-year: +15.70%
1-year: +15.70%
Posted on 5/23/18 at 6:44 pm to Croacka
YTD: +6.70%
1 year: +20.8%
90/10 Stock/Bonds
1 year: +20.8%
90/10 Stock/Bonds
This post was edited on 5/23/18 at 6:46 pm
Posted on 5/23/18 at 6:54 pm to lynxcat
Man my account is sucking by comparison
2.55 YTD
Oh well, I'm in it for the long haul
2.55 YTD
Oh well, I'm in it for the long haul
Posted on 5/23/18 at 8:06 pm to AnonymousTiger
My 401 K has lost money this year.
Mainly mid cap stock.
But of the 12 different areas I contribute, only 4 have gained this year.
Mainly mid cap stock.
But of the 12 different areas I contribute, only 4 have gained this year.
Posted on 5/23/18 at 10:19 pm to athenslife101
Flat ytd.
My “guy” got me 5.4% last year and I’m hit with a 1.25% fee. Tell me why I shouldn’t can him and just go vanguard??? About to pull the plug in my advisor.
My “guy” got me 5.4% last year and I’m hit with a 1.25% fee. Tell me why I shouldn’t can him and just go vanguard??? About to pull the plug in my advisor.
Posted on 5/23/18 at 10:36 pm to Tigerholic
quote:I would have done it last year.
Tell me why I shouldn’t can him and just go vanguard??? About to pull the plug in my advisor
Posted on 5/23/18 at 10:45 pm to Tigerholic
quote:
My “guy” got me 5.4% last year and I’m hit with a 1.25% fee. Tell me why I shouldn’t can him and just go vanguard??? About to pull the plug in my advisor.
Wise decision.
Posted on 5/24/18 at 8:27 am to Azazello
3.7%
Decided to take matters into my own hands earlier this year and took about 35% of my 401k and created my own "fund" by mixing a lot of stocks. Obviously ate up a lot of trade fees at the start, but that's ok.
I typically just let it all ride in a target fund. So now it's split.
Decided to take matters into my own hands earlier this year and took about 35% of my 401k and created my own "fund" by mixing a lot of stocks. Obviously ate up a lot of trade fees at the start, but that's ok.
I typically just let it all ride in a target fund. So now it's split.
Posted on 5/24/18 at 8:32 am to Azazello
4.5 YTD
19.8 1 year
19.8 1 year
Posted on 5/24/18 at 9:13 am to Tigerholic
quote:
Flat ytd.
My “guy” got me 5.4% last year and I’m hit with a 1.25% fee. Tell me why I shouldn’t can him and just go vanguard??? About to pull the plug in my advisor.
5.4 last year and flat this year is depressing
I'd definitely can him
Posted on 5/24/18 at 9:18 am to Powerman
Flat this year is not good but acceptable.
5.4% last year is completely unacceptable. That's ridiculous. Do you audit him?
5.4% last year is completely unacceptable. That's ridiculous. Do you audit him?
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