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2015 YTD performance thread
Old 12-31-2016, 08:17 PM   #1
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2015 YTD performance thread

I was trying to find 2015 YTD performance thread but was unable to find it. Since I'm new to retirement and seems I'm always being cautious I was wanting to look what people had for gains in % last year on their portfolio. If someone has it would you give me the link.
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Old 12-31-2016, 08:33 PM   #2
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Old 12-31-2016, 08:57 PM   #3
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Thank you.
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Old 12-31-2016, 09:09 PM   #4
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2015 looked pretty sad. In the past I really never track my investment I just keep buying and I no there were good days and bad days. I realize 2008 was a bad one I didn't even look that year. Lol How often since you been tracking YTD has it been a negative??
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Old 12-31-2016, 10:52 PM   #5
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2015 looked pretty sad. In the past I really never track my investment I just keep buying and I no there were good days and bad days. I realize 2008 was a bad one I didn't even look that year. Lol How often since you been tracking YTD has it been a negative??
I've been tracking it since 1996 and had 4 -ve years, 3 of those were consecutive.
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Old 01-01-2017, 08:39 AM   #6
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Alan>>>Interesting and thanks. What do you think you averaged over 20 years?
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Old 01-01-2017, 09:15 AM   #7
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Alan>>>Interesting and thanks. What do you think you averaged over 20 years?
Last 3 years 5.5%
Last 5 years 7%
Last 10 years 5.35%
Last 15 years 5.81%

I haven't actually calculated the 20 year figure and I'm not at my computer (just reading the spreadsheet on my iPad) but I expect it to be over 6% as the first 5 years were great returns while the stock market was booming in the 90's.
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Old 01-01-2017, 09:38 AM   #8
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Thank you so much for sharing your numbers and really do appreciate your help. It gives me some idea of what history has done. I do know that it could be completely different in the next 20 years.
Thank you!
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Old 01-04-2017, 10:30 AM   #9
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I've been tracking it since 1996 and had 4 -ve years, 3 of those were consecutive.
Been tracking since 1993. Same as above - four negative years (2000. 2001, 2002, and 2008). Average yearly rate of return for the past 24 years = 8.1%.

if the next 24 years could promise the same, i would be a happy camper, but for retirement purposes, planning on 5% or so.
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Old 01-04-2017, 10:40 AM   #10
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Thank you for the information. If I can even average 2% over the next 20 years I would be a happy camper. Lol
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