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Your Best Performing Fund Last Year?
Old 01-10-2016, 09:19 AM   #1
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Your Best Performing Fund Last Year?

I was very surprised to see that Fidelity Contra Fund was the best performing in our portfolio last year with a 6.49% Return. I mostly roll index and Wellesley/ Wellington but I'm glad this is one of the legacy funds!
The worst one was Mutual Shares at -3.8% (another legacy fund)
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Old 01-10-2016, 10:00 AM   #2
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Penfed CDs at 3.0% is my winner.
Vanguard REIT at 2.22
Emerging Mkts at -20% is the loser.


I am glad for Contra fund. Used to be a holder. I still will not go back though.
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Old 01-10-2016, 10:06 AM   #3
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Vanguard Primecap at 2.64% edged out the VG REIT (2.39% admiral).
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Old 01-10-2016, 10:06 AM   #4
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Past performance is not an indicator of future results!
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Old 01-10-2016, 10:11 AM   #5
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Mine wasn't a fund, it was the ETF HEDJ, and I sold it all sometime during the year.

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Past performance is not an indicator of future results!
+1
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Old 01-10-2016, 10:25 AM   #6
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Vanguard Healthcare 12.65%
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Old 01-10-2016, 10:30 AM   #7
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VG Healthcare
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Old 01-10-2016, 10:31 AM   #8
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Actually my best investment last year was 3.04% on PedFed CDs.
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Old 01-10-2016, 10:33 AM   #9
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Penfed CDs at 3.0% is my winner.
+1

Too bad it was only 7% of my allocation...
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Old 01-10-2016, 10:34 AM   #10
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Past performance is not an indicator of future results!
Very true but it seems my crystal ball is always out for repairs. There are some confounding actively managed funds however that do seem to have an out performance history who knows why or for how long. Wellesley and Fidelity Contra are two that come to mind because I happen to own them. Am sure there are many others. Just as there are gazillion others that under-perform always or are magnificent only until one buys them...

Actually I just wanted to talk about something other than the idiotic Powerball mania..
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Old 01-10-2016, 11:28 AM   #11
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VFIAX - Vanguard S&P500 index fund, up 9.25%
TIAA Real Estate- up 7.9%
EWX (emerging markets small caps), up 6.0%

There are a few others in the 3% to 7% range, too.
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Old 01-10-2016, 11:32 AM   #12
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Past performance is not an indicator of future results!
+1

The only thing we can be relatively sure of is that these funds, in the aggregate, will underperform similar funds in the same sectors next year.

My best performer was the US dollar.
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Old 01-10-2016, 11:36 AM   #13
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VFIAX - Vanguard S&P500 index fund, up 9.25%

TIAA Real Estate- up 7.9%

EWX (emerging markets small caps), up 6.0%



There are a few others in the 3% to 7% range, too.

How did you squeeze +9.25 % out of VFIAX last year? Buying and selling at high and low points of the year?


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Old 01-10-2016, 11:36 AM   #14
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VFIAX - Vanguard S&P500 index fund, up 9.25%
TIAA Real Estate- up 7.9%
EWX (emerging markets small caps), up 6.0%

There are a few others in the 3% to 7% range, too.
Vanguard says VFIAX performance was 1.36% for last year. I'm most curious how you managed to goose up the performance to such an extent
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Old 01-10-2016, 11:38 AM   #15
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Buy low, starting on August 25th to be exact.

I follow that guy that started LOL!'s Market Timing Newsletter.
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Old 01-10-2016, 11:43 AM   #16
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DnB Global Index. Thanks to the norwegian krone tanking they got an artificial lift. All my other funds down. But since most is in the DGI my total is up. About 8% in total.
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Old 01-10-2016, 12:02 PM   #17
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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.

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Old 01-10-2016, 01:53 PM   #18
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Old 01-10-2016, 01:56 PM   #19
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I'm pretty sure it was HACAX.
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Old 01-10-2016, 01:59 PM   #20
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Vanguard Healthcare 12.65%
It's a 5 on their Risk potential assessment but yep that was the winner for me. 12.65% (which has +45% in pharmaceuticals)
VGHAX
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