cute fuzzy bunny
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Well now this is interesting. After the recent market up days the funds moved pretty much as one might expect, with the 3% fund gaining the most and the 7% fund gaining the least. On market down days, the expected reverse. Seems theres about a 25% difference between the movements of the 3 and 7% funds.
At this point after four rather volatile days, my investment in the 3 funds is exactly the same as what I put in. The 5% fund is where it started, the 7% fund is a little higher and the 3% fund is commensurately lower. No big surprises...the more conservative fund handles downward volatility better and the most aggressive one doesnt.
The volatility on the 7% fund seems to be a bit lower than wellesley.
Of course, they're probably not fully invested yet and theres probably still a lot of money on the sidelines.
At this point after four rather volatile days, my investment in the 3 funds is exactly the same as what I put in. The 5% fund is where it started, the 7% fund is a little higher and the 3% fund is commensurately lower. No big surprises...the more conservative fund handles downward volatility better and the most aggressive one doesnt.
The volatility on the 7% fund seems to be a bit lower than wellesley.
Of course, they're probably not fully invested yet and theres probably still a lot of money on the sidelines.