Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-06-2006, 11:56 PM   #1
Thinks s/he gets paid by the post
Telly's Avatar
 
Join Date: Feb 2003
Posts: 1,448
5 Year Total (cum.) Return for 30 Biggest Funds

This was in Sunday's paper, thought it would be of interest.

30 biggest mutual funds, in descending order of assets.

My notes:
- I pulled out the two Vanguard 500 indexes, and put them up top as references.
- All returns are positive.
- A/F is American Funds.
- If there are different fund classes, these are "A" shares.
- I labeled any Moderate Allocation funds (contain Stocks & Bonds) that I recognized.
- Remember that these are % cumulative returns for the last 5 years.

5 years misses about the first 19 months of the 2000 - 2002 bear market, but gets all to date of the following bull.

Vanguard 500 36.2 Investor
Vanguard 500 36.8 Admiral

A/F Growth Fund 53.8
A/F InvCo of Am 49.1
A/F WashMutual 46.0
Fid Invest Contra 74.2
Dodge&Cox Stock 91.1

Pimco Instl PIMS 27.7

A/F CapIncBlder 79.1 Moderate Allocation
A/F IncomeFund 65.2 Moderate Allocation
A/F CapWorldGr 113.2
A/F EuroPacificGr 100.8

Fid Invest Magellan 19.6
Fid Invest DiverIntl 117.8
Vanguard Inst Instldx 37.1
A/F NewPerspective 75.1
Fid Invest LowPr 113.5
Vanguard TotStock 46.7

A/F Balanced 46.1 Moderate Allocation
Vanguard WindsorII 61.3
A/F FundInvestors 68.3
Fid Invest GroInc 21.3
Vanguard Wellington 54.5 Moderate Allocation

Fid Invest GroCo 35.9
Fid Invest EqutInc 54.5
Frank/Temp IncoSer 74.5
Dodge&Cox Balanced 69.9 Moderate Allocation
Dodge&Cox IntlStock 164.1

Frank/Temp Growth 87.0
Fid Invest Puritan 47.2
__________________

__________________
-- Telly, the D-I-Y guy --
Two fools dancing on the hands of time
Telly is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 06:58 AM   #2
Recycles dryer sheets
 
Join Date: Feb 2005
Posts: 454
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Could be interesting to compare to list of those that were the 30 largest at the start of the five year period.
__________________

__________________
lazyday is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 07:56 AM   #3
Thinks s/he gets paid by the post
 
Join Date: Jun 2005
Posts: 4,005
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

For reference, the Vanguard Total International Stock Index Fund had 107% cumulative returns for the 5 yr period ending 10/31/06.
__________________
justin is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:44 AM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
mickeyd's Avatar
 
Join Date: Apr 2004
Location: South Texas~29N/98W
Posts: 5,881
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
5 years misses about the first 19 months of the 2000 - 2002 bear market, but gets all to date of the following bull.
This is why the 5yr numbers are unreliable when it comes to measuring long-term returns. 10 year, or better yet 15 year returns, are a lot better for my use.
__________________
Part-Owner of Texas

Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx

In dire need of: faster horses, younger woman, older whiskey, more money.
mickeyd is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:51 AM   #5
Thinks s/he gets paid by the post
 
Join Date: Jan 2004
Posts: 2,049
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
Originally Posted by mickeyd
This is why the 5yr numbers are unreliable when it comes to measuring long-term returns.
Yeah, but it looks good in magazine ads.
__________________
eridanus is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:56 AM   #6
Thinks s/he gets paid by the post
 
Join Date: Apr 2006
Posts: 1,487
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

interesting ... but what about the next 5 yrs!
__________________
d is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 02:36 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
FinanceDude's Avatar
 
Join Date: Aug 2006
Posts: 12,484
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Too many load funds on there....must be a misprint...........
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)


This Thread is USELESS without pics.........:)
FinanceDude is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:13 PM   #8
Thinks s/he gets paid by the post
Telly's Avatar
 
Join Date: Feb 2003
Posts: 1,448
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
Originally Posted by FinanceDude
Too many load funds on there....must be a misprint...........
Yeah, must be, that can't possibly happen, can it? hahaha
__________________
-- Telly, the D-I-Y guy --
Two fools dancing on the hands of time
Telly is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:31 PM   #9
Thinks s/he gets paid by the post
Telly's Avatar
 
Join Date: Feb 2003
Posts: 1,448
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
5 years misses about the first 19 months of the 2000 - 2002 bear market, but gets all to date of the following bull.
Quote:
Originally Posted by mickeyd
This is why the 5yr numbers are unreliable when it comes to measuring long-term returns. 10 year, or better yet 15 year returns, are a lot better for my use.
I just thought it meant that I should have looked in the paper ~19 months sooner, so I could have gotten all of the bear market into the 5 year window. In this cumulative return view, that would have shown how bad each fund cratered, and how long it took to climb back up to the surface. I think we would see some real differences there. Can still see some of the climb-out effect. For someone who has 20 years till they ER, it may not matter much. For those that are in distribution phase when a bear market comes along, it can matter a lot.

A couple years ago, the 5 year annualized average returns stats looked pretty bad on some funds. Funds that were dividend-oriented did better.

Looking out to 10 and 15 year annualized average returns can smooth over the bad show areas. Of course, if one decided that long-term performance is really what matters, then the choice of only 10 or 15 years is arbitrary. 50 years should be even better. 70 years, even better! That's it, let's look at returns for only funds in existance 70 or more years! There is at least one fund on that list that has that kind of record.
__________________
-- Telly, the D-I-Y guy --
Two fools dancing on the hands of time
Telly is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:36 PM   #10
Thinks s/he gets paid by the post
Telly's Avatar
 
Join Date: Feb 2003
Posts: 1,448
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
Originally Posted by lazyday
Could be interesting to compare to list of those that were the 30 largest at the start of the five year period.
My guess would be that most of the same funds would be there, though the order would have changes. Like Magellan would be higher up the list! Poor Magellan... I wonder if the remaining Magellan-holders are primarily deceased people.
__________________
-- Telly, the D-I-Y guy --
Two fools dancing on the hands of time
Telly is offline   Reply With Quote
Re: 5 Year Total (cum.) Return for 30 Biggest Funds
Old 11-07-2006, 11:59 PM   #11
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
FinanceDude's Avatar
 
Join Date: Aug 2006
Posts: 12,484
Re: 5 Year Total (cum.) Return for 30 Biggest Funds

Quote:
Originally Posted by Telly
Looking out to 10 and 15 year annualized average returns can smooth over the bad show areas. Of course, if one decided that long-term performance is really what matters, then the choice of only 10 or 15 years is arbitrary. 50 years should be even better. 70 years, even better! That's it, let's look at returns for only funds in existance 70 or more years! There is at least one fund on that list that has that kind of record.
Investment Company of America has been around since 1934..........
__________________

__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)


This Thread is USELESS without pics.........:)
FinanceDude is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Opinion on Endowed Funds Return.......... FinanceDude FIRE and Money 11 11-14-2006 07:02 PM
Your TOTAL % return so far this year and last year. modhatter FIRE and Money 49 10-19-2006 05:03 AM
Hot Funds This Year JPatrick FIRE and Money 0 09-08-2005 09:20 AM
How to compare funds? smooch FIRE and Money 4 05-06-2005 07:08 AM
How should I invest my savings? dante60093 FIRE and Money 69 07-12-2004 03:46 PM

 

 
All times are GMT -6. The time now is 04:36 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.