I fund laggard

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armyrn
Posts: 30
Joined: Fri Jan 11, 2013 6:35 pm

I fund laggard

Post by armyrn »

Anyone think the I fund could be making a short term run to catch up with the S and C. Historically, this fund has bitten me in the butt so I'm reaching here but always looking for opinions outside my experience.

Bubba
Posts: 672
Joined: Thu Mar 05, 2020 3:40 am

Re: I fund laggard

Post by Bubba »

armyrn wrote:Anyone think the I fund could be making a short term run to catch up with the S and C. Historically, this fund has bitten me in the butt so I'm reaching here but always looking for opinions outside my experience.
Based on seasonal data, I have not found the I Fund to be a good place in this period. Usually S is the place to be these days. It is showing if you just look at yesterday. I'll flip into G after the first few trading days of June.

Good luck!

soccermoth
Posts: 26
Joined: Mon Mar 02, 2020 11:09 am

Re: I fund laggard

Post by soccermoth »

It's an interesting question isn't it? I believe the I fund is primarily large Asian and European companies. Both parts of the world that seem to be ahead of the U.S. in the covid-19 recovery so one would think these index funds should be leading the pack upwards. But as you note so far they are not.

Scorpio70
Posts: 432
Joined: Thu Dec 24, 2015 11:49 am

Re: I fund laggard

Post by Scorpio70 »

I recall Jack Bogle saying that everything was international these days. I wish I could have bought in when the Fund was low in March.

Bubba
Posts: 672
Joined: Thu Mar 05, 2020 3:40 am

Re: I fund laggard

Post by Bubba »

Scorpio70 wrote:I recall Jack Bogle saying that everything was international these days. I wish I could have bought in when the Fund was low in March.
I wish I bought in, completely in 2009. I would be on "cloud super rich" right now. :lol:

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Fund Prices2026-07-17

FundPriceDayYTD
G $20.06 0.01% 2.39%
F $20.94 0.05% 0.30%
C $120.06 -1.01% 9.63%
S $115.05 -0.52% 14.58%
I $62.98 -0.83% 13.49%
L2075 $12.38 -0.87% 11.60%
L2070 $14.17 -0.87% 11.60%
L2065 $23.91 -0.87% 11.60%
L2060 $23.91 -0.87% 11.60%
L2055 $23.92 -0.87% 11.60%
L2050 $45.65 -0.71% 9.87%
L2045 $20.52 -0.67% 9.41%
L2040 $73.85 -0.63% 8.95%
L2035 $19.17 -0.57% 8.43%
L2030 $62.43 -0.47% 7.46%
Linc $30.67 -0.23% 4.89%

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