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Old 01-11-2016, 03:37 PM   #41
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My best MF for 2015 was also a healthcare fund, at something close to 10% return.

Next was a large cap growth fund, and it returned 6.5%. I have held this fund for close to 30 years, so looked up its historical performance. Some years it beat the S&P, some years not. But after 30 years, the difference is not significant, and it ran neck-to-neck with the S&P.
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Old 01-11-2016, 05:16 PM   #42
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Best fund(s) were international small cap. I have several (IEUS, SCZ, VINEX) and they did around +10%.

Worst as emerging markets (VWO) at -16%.

Most surprising was US Reits at +2.5%. If anything I expected them to have a bad year and they turned out to be one of my better performing assets (at least in rank order).
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Old 01-11-2016, 06:48 PM   #43
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Old 01-11-2016, 07:09 PM   #44
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My best MF for 2015 was also a healthcare fund, at something close to 10% return.

Next was a large cap growth fund, and it returned 6.5%. I have held this fund for close to 30 years, so looked up its historical performance. Some years it beat the S&P, some years not. But after 30 years, the difference is not significant, and it ran neck-to-neck with the S&P.
I guess all of the healthcare funds did well in 2015 and have done well since the 2010 time period. I wonder if this is due to increased business re Obamacare since then? If that program gets changed/eliminated that might impact this performance (along with a whole slew of other things - sorry for the self inflicted thread derail...)

On your next point, I suspect many of us have legacy funds that are not doing too badly re their benchmarks and we hang on either for tax reasons or just because we have grown fond of them. Darn it another self inflicted derail.
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Old 01-11-2016, 07:38 PM   #45
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I guess all of the healthcare funds did well in 2015 and have done well since the 2010 time period. I wonder if this is due to increased business re Obamacare since then? If that program gets changed/eliminated that might impact this performance
Given the rates our health insurance premiums were rising even prior to Obamacare (like 7-10% a year), I'm not exactly surprised by the high returns.

Investors Always Miss Rallies [CHARTS] - Business Insider
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Old 01-11-2016, 09:31 PM   #46
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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%.

Do you have a link to the 2015 table? The Callan site now requires registration which I never had to do before.


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Old 01-11-2016, 11:49 PM   #47
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Given the rates our health insurance premiums were rising even prior to Obamacare (like 7-10% a year), I'm not exactly surprised by the high returns.

Investors Always Miss Rallies [CHARTS] - Business Insider
Very nice chart!

Wow, energy sector leads the pack. Oh wait, it's from 1993-2013. What would the new updated chart look like, if one includes the last 2 years which were terrible for energy?
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Old 01-12-2016, 02:20 AM   #48
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Do you have a link to the 2015 table? The Callan site now requires registration which I never had to do before.
I registered, and it was free.
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Old 01-12-2016, 08:14 AM   #49
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Given the rates our health insurance premiums were rising even prior to Obamacare (like 7-10% a year), I'm not exactly surprised by the high returns.

Investors Always Miss Rallies [CHARTS] - Business Insider
Nice chart. Made me compare my results for the same period. Quicken says 7.64%. I guess that's not too bad particularly since the portfolio became 50/50 by the time I ER'd at the end of 2002.
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Old 01-13-2016, 12:05 AM   #50
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Best: +2.39% Vanguard REIT Index Fund Admiral Shares (VGSLX)

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Old 01-13-2016, 03:46 AM   #51
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Old 01-13-2016, 04:53 AM   #52
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Fidelity Growth Co at around 8%
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Old 01-13-2016, 05:10 AM   #53
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I have held Vanguard Health Care for the last 5 years, and will continue to hold it for many years.Most of my equities are in total market index, but also like 1 or 2 sector funds for 10% -15% tilt. Maybe energy funds will come back in a few years ?
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Old 01-13-2016, 05:15 AM   #54
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My bond allocation ( approximately 50% ), is in a 457 Stable Value that was approx 2.3 %.I will probably stay away from Vanguard total bond index, and keep this in stable value for the next few years.
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Old 01-13-2016, 07:31 AM   #55
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My bond allocation ( approximately 50% ), is in a 457 Stable Value that was approx 2.3 %.I will probably stay away from Vanguard total bond index, and keep this in stable value for the next few years.
2.3% is excellent for a Stable Value Fund. Our SV fund has steadily dropped over the last 2 yrs from ~2% down to 1.67% in 2015 so I have shifted to CDs for fixed income.
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