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Old 01-10-2016, 02:26 PM   #21
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Vanguard Healthcare was my winner and the loser was Vanguard Energy .
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Old 01-10-2016, 02:32 PM   #22
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Vanguard Healthcare was my winner !
Same here. It accounts for 14% of my taxable and 15% of my tax deferred.
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Old 01-10-2016, 02:41 PM   #23
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T. Rowe Price's Health Sciences Fund, PRHSX, 12.98%. On the other hand, my health insurance went up $104 per month.

If ya can't beat em, join em!
Lol, true!

I'm using 5% of annual contributions to buy Vanguard Healthcare VHT as a hedge against LTC/healthcare inflation. It's in a separate bucket not to be rebalanced with the rest of the portfolio. Just leaving it to grow. The rest is in VFORX so I don't have to worry about rebalancing or making asinine changes to the portfolio or AA at the wrong time.
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Old 01-10-2016, 02:53 PM   #24
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I actually don't know on a fund by fund level. I use an Excel workbook to track money in and out and calculate performance using the XIRR function. I have a sheet for each "account" (My IRA, my Roth, DW's IRA, DW's Roth, after-tax VG ETF's, & Cash), plus a sheet that totals everything so I can total ins and outs and calculate overall IRR. I don't calculate the performance of individual funds but I do use my own workbook, plus VG's portfolio analyzer, to calculate the AA against my target AA.

My idea is to concentrate on getting the mix right and not be distracted by individual fund performance.
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Old 01-10-2016, 03:21 PM   #25
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Fido Growth Co 8.26%.
I also have Contra. I hadn't noticed how well these Fido managed funds have done until Mathjak pointed them out.
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Old 01-10-2016, 05:01 PM   #26
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Vanguard Healthcare, up 14.0%. Extra return % was because it triggered a rebalance in June so I sold some shares at a relative high.
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Old 01-10-2016, 06:07 PM   #27
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Best performing investment last year was our rental property in orcas. Grew by about $50ish on 160 down payment.

Now, before someone says "you can't count that 31% growth because you're going to retire there" the house in SoCal also grew by about the same. Fair enough to count one of the two, isn't it?

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Old 01-10-2016, 07:36 PM   #28
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Vanguard Heath care. I think it went up more than 11% plus.


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Old 01-10-2016, 09:01 PM   #29
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3.00% Guaranteed Interest Fund in TSA
2.39% Vanguard REIT Index Fund Admiral Shares (VGSLX)
1.53% Stable Value Fund in 401(k)

On the 2015 Callan Table, S&P500 Growth is listed at top with 5.52%.
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Old 01-10-2016, 10:33 PM   #30
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Originally Posted by Alan View Post
I actually don't know on a fund by fund level. I use an Excel workbook to track money in and out and calculate performance using the XIRR function. I have a sheet for each "account" (My IRA, my Roth, DW's IRA, DW's Roth, after-tax VG ETF's, & Cash), plus a sheet that totals everything so I can total ins and outs and calculate overall IRR. I don't calculate the performance of individual funds but I do use my own workbook, plus VG's portfolio analyzer, to calculate the AA against my target AA.

My idea is to concentrate on getting the mix right and not be distracted by individual fund performance.
Well, I have Quicken to calculate this for me. I can breakdown ROI by mutual fund in any account.

But the way I knew off the top of my head, is that I update my Morningstar tracking portfolio every Jan. And their view makes it really easy to sort funds by YTD performance.
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Old 01-10-2016, 11:58 PM   #31
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Vanguard Health Care (VGHAX) at +12.71% was best fund
Vanguard Explorer (VEXRX) at -4.22% was worst fund.
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Old 01-11-2016, 09:07 AM   #32
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PenFed was my best return too.

Actually, the S&P 500 fund in my DC plan returned 66% annualized but the DC fund changed their funds on September 30 so they bought it then and I rolled it over to my IRA in December so sold that fund on Nov 30 and in the Sept 30 to Nov 30 period the fund went up almost 9% over those 2 months.
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Old 01-11-2016, 11:36 AM   #33
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Vanguard Health Care VGHAX
GE Stock
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Old 01-11-2016, 12:10 PM   #34
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vanguard healthcare.
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Old 01-11-2016, 12:58 PM   #35
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Since the winner by landslide is Vanguard Health Care VGHAX I had to look it up never having owned this fund. Wow - past performance is mighty impressive. Near as I can tell by looking at Vanguards stock list VGHAX is their best performing fund by a long shot for 1,5, and 10 years...
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Old 01-11-2016, 01:01 PM   #36
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Actually my best investment last year was 3.04% on PedFed CDs.
Mine as well.
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Old 01-11-2016, 02:48 PM   #37
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PeFed 3.04% CD here also. It seems that many here took advantage of that narrow window that the CD was offered.

My other major holding is Vanguard Total World ETF. That lost just under 2% for the year.
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Old 01-11-2016, 02:59 PM   #38
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I guess my Vanguard Heath Care fund. I own it and it seems to have gone up the most for the rest of you. Otherwise, I can't really say. I imagine next year it will be some other fund.
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Old 01-11-2016, 03:56 PM   #39
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Best: 12.65% VGHCX (Vanguard Healthcare Fund)
Worst: -4.26% VTIAX (Vanguard Total International)
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Old 01-11-2016, 03:59 PM   #40
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Since the winner by landslide is Vanguard Health Care VGHAX I had to look it up never having owned this fund. Wow - past performance is mighty impressive. Near as I can tell by looking at Vanguards stock list VGHAX is their best performing fund by a long shot for 1,5, and 10 years...
Went heavy on this in 2015. Glad we did
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