ERD50
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
And just for yucks, look at this chart:
PerfCharts - StockCharts.com - Free Charts
(again, select ALL for the time frame). The total time frame is a bit shorter due to the life of some funds, so SPY actually does a bit better than VWIAX in this snapshot.
VWIAX = Wellesley; VTINX = Retirement Fund (30/70); and vbtlx - Total Bond Fund
But just eyeball a balance of SPY and VBTLX, and VWIAX sure looks to outperform that blend. VTINX doesn't seem to be getting the full benefit of 30% equities? It seems to hug the bond fund pretty close?
Just eyeball stuff, you could download the numbers from Yahoo and make your own charts - I'm gonna go run some errands instead!
-ERD50
PerfCharts - StockCharts.com - Free Charts
(again, select ALL for the time frame). The total time frame is a bit shorter due to the life of some funds, so SPY actually does a bit better than VWIAX in this snapshot.
VWIAX = Wellesley; VTINX = Retirement Fund (30/70); and vbtlx - Total Bond Fund
But just eyeball a balance of SPY and VBTLX, and VWIAX sure looks to outperform that blend. VTINX doesn't seem to be getting the full benefit of 30% equities? It seems to hug the bond fund pretty close?
Just eyeball stuff, you could download the numbers from Yahoo and make your own charts - I'm gonna go run some errands instead!
-ERD50