2015 YTD performance thread

[street]

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.

 

[LOL!]

http://www.early-retirement.org/forums/f28/2015-ytd-investment-performance-thread-75654.html

 

[street]

Thank you.

 

[street]

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??

 

[Alan]

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.

 

[street]

Alan>>>Interesting and thanks. What do you think you averaged over 20 years?

 

[Alan]

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.

 

[street]

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!

 

[eastnortheast]

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.

 

[street]

Thank you for the information. If I can even average 2% over the next 20 years I would be a happy camper. Lol