The link from investopedia is interesting. If those numbers are accurate, and the goal is to offer something better than the I Fund's current index, then moving to the MSCI ACWI would be a very bad move. The article gives 11 years of data. From that, I calculate:
CAGR -13.35%, PNR 73% (8 of 11 years positive)
In comparison, the I Fund currently has CAGR 1.03%, PNR 60% for the last 10 years.
Proposed Changes to I Fund?
Moderator: Aitrus
Re: Proposed Changes to I Fund?
Seasonal Musings 2022: viewtopic.php?f=14&t=19005
Recommended Reading: http://tspcenter.com/forums/viewtopic.php?f=14&t=13474
Support the site by purchasing a membership at TSPCalc! https://tspcalc.com
Recommended Reading: http://tspcenter.com/forums/viewtopic.php?f=14&t=13474
Support the site by purchasing a membership at TSPCalc! https://tspcalc.com
-
mindofmush
- Posts: 353
- Joined: Mon Jul 02, 2012 1:38 pm
Re: Proposed Changes to I Fund?
This is just another part of Trump's plan to Make America Great by keeping those investment dollars in the US.Aitrus wrote:The link from investopedia is interesting. If those numbers are accurate, and the goal is to offer something better than the I Fund's current index, then moving to the MSCI ACWI would be a very bad move. The article gives 11 years of data. From that, I calculate:
CAGR -13.35%, PNR 73% (8 of 11 years positive)
In comparison, the I Fund currently has CAGR 1.03%, PNR 60% for the last 10 years.
mo meng, mo ching (which loosely means: no money, no life)
-
Snapdragon
- Posts: 251
- Joined: Tue Jan 29, 2013 5:26 pm
Re: Proposed Changes to I Fund?
Oh man. I originally thought it would be a good idea
Re: Proposed Changes to I Fund?
Me too, why don't they just go with something like this?Snapdragon wrote:Oh man. I originally thought it would be a good idea
Vanguard Total World Stock Index Fund Investor Shares (VTWSX)
https://personal.vanguard.com/us/funds/ ... irect=true
You do not have the required permissions to view the files attached to this post.
Re: Proposed Changes to I Fund?
Aitrus wrote:The link from investopedia is interesting. If those numbers are accurate, and the goal is to offer something better than the I Fund's current index, then moving to the MSCI ACWI would be a very bad move. The article gives 11 years of data. From that, I calculate:
CAGR -13.35%, PNR 73% (8 of 11 years positive)
In comparison, the I Fund currently has CAGR 1.03%, PNR 60% for the last 10 years.
Hoooolleee mooleeee... guess we're all about the zero I fund strategies if this thing goes through.
Those who 'abjure' violence can do so only because others are committing violence on their behalf.
Fund Prices2024-04-24
| Fund | Price | Day | YTD |
| G | $18.20 | 0.01% | 1.34% |
| F | $18.64 | -0.24% | -3.04% |
| C | $79.40 | 0.02% | 6.78% |
| S | $78.08 | -0.18% | 1.28% |
| I | $41.48 | -0.10% | 3.23% |
| L2065 | $15.84 | -0.05% | 4.74% |
| L2060 | $15.84 | -0.05% | 4.75% |
| L2055 | $15.84 | -0.05% | 4.75% |
| L2050 | $31.79 | -0.06% | 3.86% |
| L2045 | $14.51 | -0.05% | 3.68% |
| L2040 | $53.01 | -0.05% | 3.54% |
| L2035 | $14.01 | -0.04% | 3.36% |
| L2030 | $46.69 | -0.04% | 3.21% |
| L2025 | $13.01 | -0.02% | 2.33% |
| Linc | $25.40 | -0.02% | 2.00% |