I-Fund change

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cswift01
Posts: 819
Joined: Thu Dec 08, 2016 10:46 am

I-Fund change

Post by cswift01 »

While we discussed this already, I was brought back to a quick comparison between the 2 different indexes today (https://federalnewsradio.com/commentary ... he-i-fund/).

When I compared the iShares versions of both indexes, I found that the EFA provided better returns over the past 10 years than the other index (ACWX). Such a shame...

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evilanne
Posts: 2068
Joined: Thu May 14, 2015 6:52 pm

Re: I-Fund change

Post by evilanne »

Makes sense as dividends are automatically reinvested

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Fund Prices2024-05-13

FundPriceDayYTD
G $18.25 0.04% 1.58%
F $18.88 0.11% -1.77%
C $81.80 -0.02% 10.00%
S $80.29 0.05% 4.15%
I $42.83 0.10% 6.58%
L2065 $16.32 0.03% 7.94%
L2060 $16.32 0.03% 7.95%
L2055 $16.32 0.03% 7.95%
L2050 $32.63 0.04% 6.60%
L2045 $14.87 0.04% 6.27%
L2040 $54.26 0.04% 5.98%
L2035 $14.32 0.04% 5.62%
L2030 $47.62 0.04% 5.28%
L2025 $13.17 0.04% 3.59%
Linc $25.67 0.04% 3.05%

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