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- Joined
- Jun 25, 2005
- Messages
- 10,252
YTD (April 29, 2017) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):
5.55% VSMGX Vg LifeStrategy Moderate Growth (60/40)
5.27% VTWNX Vg Target Retirement 2020 (57/43)
4.79% VBIAX Vg Balanced Index (60/40), no foreign
5.08% DGSIX DFA Global 60/40 I, small-cap & value tilted
4.24% VWENX Vg Wellington (66/34)
5.87% VTTVX Vg Target Retirement 2025 (65/35)
I want my roughly 60/40 portfolio performance to be ahead of all of these except the last two, and it is.
5.55% VSMGX Vg LifeStrategy Moderate Growth (60/40)
5.27% VTWNX Vg Target Retirement 2020 (57/43)
4.79% VBIAX Vg Balanced Index (60/40), no foreign
5.08% DGSIX DFA Global 60/40 I, small-cap & value tilted
4.24% VWENX Vg Wellington (66/34)
5.87% VTTVX Vg Target Retirement 2025 (65/35)
I want my roughly 60/40 portfolio performance to be ahead of all of these except the last two, and it is.
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