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Started By
Message
re: 401k Rate of Return YTD
Posted on 5/25/18 at 4:54 pm to Tigerholic
Posted on 5/25/18 at 4:54 pm to Tigerholic
Something sounds fishy for sure. It’s either you or him. Can’t tell based on the info.
One thing I’d point out is most of you were really close based on return/allocation. What’s your allocation?
One thing I’d point out is most of you were really close based on return/allocation. What’s your allocation?
0
Posted on 5/25/18 at 5:12 pm to AnonymousTiger
Ytd 3.8%
1 yr 17%
84% stocks
16% blended funds
1 yr 17%
84% stocks
16% blended funds
Posted on 5/25/18 at 8:43 pm to Geaux1
3.5% YTD
40 % global/international
32% large cap growth
14% large cap value
13% small/mid/specialty
40 % global/international
32% large cap growth
14% large cap value
13% small/mid/specialty
Posted on 5/28/18 at 6:32 am to tke_swamprat
5.41%
20% total stock market
20% large cap growth
20% mid cap growth
20% small cap growth
20% international growth
20% total stock market
20% large cap growth
20% mid cap growth
20% small cap growth
20% international growth
Posted on 6/6/18 at 9:46 pm to white perch
I just punched out a quick Excel sheet to do the annoying math for me, so I figured I would post the actual return instead of an estimate:
VTSAX 5.18%
VWIGX 7.79%
AGTHX 10.17%
For a calculated total return of 7.7% YTD.
VTSAX 5.18%
VWIGX 7.79%
AGTHX 10.17%
For a calculated total return of 7.7% YTD.
Posted on 6/7/18 at 10:38 am to Joshjrn
8.21%
Posted on 6/7/18 at 12:45 pm to white perch
quote:
8.21%
frick you lol.
4.12%
Posted on 6/7/18 at 1:13 pm to Roberteaux
3.34% YTD 2018
18.2% YTD 2017.
65% LARGE CAP
20% MID CAP
15% BLENDED RETIREMENT 2025 FUND.
18.2% YTD 2017.
65% LARGE CAP
20% MID CAP
15% BLENDED RETIREMENT 2025 FUND.
Posted on 6/7/18 at 2:10 pm to MAROON
4.1% YTD
40% s&p index fund
40% large cap
20% mid cap
40% s&p index fund
40% large cap
20% mid cap
Posted on 6/17/18 at 7:25 pm to cuyahoga tiger
12.47% YTD
Tgoat
Tgoat
Posted on 6/17/18 at 7:29 pm to Serraneaux
21.26% 1 year
Posted on 6/17/18 at 8:35 pm to Serraneaux
11.15 YTD
20.73 1 Yr
20.73 1 Yr
This post was edited on 6/17/18 at 8:36 pm
Posted on 6/17/18 at 9:30 pm to Adajax
Good job by you
Posted on 6/18/18 at 7:54 am to Serraneaux
7.86% ytd
Mid cap up 8%
Lg Cap up 15.36%
Index fund up 4.91%
2050 target up 3.5 %
Mid cap up 8%
Lg Cap up 15.36%
Index fund up 4.91%
2050 target up 3.5 %
Posted on 6/18/18 at 8:16 am to fillmoregandt
I checked a couple of weeks ago and I was at 10.21%. One of my finds has a heavier weighting one FAANG stocks which has outperformed the market.
Posted on 6/18/18 at 9:26 am to lynxcat
Mine has doubled since this thread was started 
Posted on 6/19/18 at 6:00 am to AnonymousTiger
I am pleased that my 4 IRAs are returning a positive 2.26% YTD.
The 401 K is still in the bucket but it is in a S & P Index fund for 100% and it is in a position to continue to recover.
The 401 K is still in the bucket but it is in a S & P Index fund for 100% and it is in a position to continue to recover.
Posted on 6/19/18 at 9:52 am to fillmoregandt
6.7%
I have everything in the 2050 target
I have everything in the 2050 target
Posted on 6/19/18 at 10:19 am to LSUvegasbombed
Checked this morning...+11.51%.
My main fund is up +16.7%.
My main fund is up +16.7%.
Posted on 7/11/18 at 6:36 am to AnonymousTiger
I know that my happiness seems paradoxical but my 401K YTD return got back to zero after yesterday's market close. I moved 100% to a Fidelity S & P 500 index fund within the plan at the end of February and it dropped like a rock a few days later. Individual IRA's are + 3.87% YTD.
Given that the value of he index fund of well off historical highs and a recession is unlikely I should catch up to a handsome return at by the end of the year albeit not as well as most of you that have diversified.
Given that the value of he index fund of well off historical highs and a recession is unlikely I should catch up to a handsome return at by the end of the year albeit not as well as most of you that have diversified.
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