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re: 401k Rate of Return YTD

Posted on 7/11/18 at 8:40 am to
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
27013 posts
Posted on 7/11/18 at 8:40 am to
VTSAX 6.24%
VWIGX 5.96%
AGTHX 12.13%

For a calculated total return of 8.7% YTD.
Posted by KingBarkus
New Orleans
Member since Nov 2009
8328 posts
Posted on 7/11/18 at 8:48 am to
YTD - 5.6%

24% large cap growth
23% asset allocation
23% large cap value
21% small/mid/specialty
9% global/international
Posted by Gorilla Ball
Member since Feb 2006
11651 posts
Posted on 7/12/18 at 2:39 pm to
1.2%, i'll take it but a bummer compared to 21% last year - but who didn't grow last year?
This post was edited on 7/12/18 at 5:56 pm
Posted by TigeRoots
Member since Oct 2008
8505 posts
Posted on 7/12/18 at 3:26 pm to
24% YTD. My 401k has a brokerage option, so alot of this is attributed to AMZN, SQ & KEM. Other asset mix right now is between Domestic Defense, Banking, Technology and Energy. I need Int’l exposure so I’ll look to rebalance soon (usually do so quarterly, so I’m due).
Posted by JRock99
Member since May 2018
160 posts
Posted on 7/12/18 at 3:32 pm to
I’m up 12% for the last 12 months. That is the only return rate it will show me. Does this mean that I have a huge penis?
Posted by Gorilla Ball
Member since Feb 2006
11651 posts
Posted on 7/12/18 at 5:56 pm to
impressive
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
27013 posts
Posted on 7/13/18 at 9:45 am to
quote:

I’m up 12% for the last 12 months. That is the only return rate it will show me. Does this mean that I have a huge penis?


To give you some context, I'm up 15.9% 12mos and up 8.74% YTD. Last year was simply stronger than this year, so YTD returns are generally a bit lower.
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