I fund laggard
Moderator: Aitrus
I fund laggard
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.
Re: I fund laggard
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.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.
Good luck!
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- Posts: 26
- Joined: Mon Mar 02, 2020 11:09 am
Re: I fund laggard
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.
Re: I fund laggard
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.
Re: I fund laggard
I wish I bought in, completely in 2009. I would be on "cloud super rich" right now.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.

Fund Prices2022-08-18
Fund | Price | Day | YTD |
G | $17.00 | 0.01% | 1.56% |
F | $19.04 | 0.12% | -8.83% |
C | $65.31 | 0.24% | -9.23% |
S | $70.24 | 0.46% | -15.82% |
I | $33.59 | -0.29% | -14.83% |
L2065 | $13.10 | 0.09% | -11.96% |
L2060 | $13.10 | 0.09% | -11.95% |
L2055 | $13.11 | 0.09% | -11.94% |
L2050 | $26.96 | 0.08% | -10.22% |
L2045 | $12.37 | 0.08% | -9.53% |
L2040 | $45.43 | 0.07% | -8.77% |
L2035 | $12.08 | 0.07% | -7.94% |
L2030 | $40.50 | 0.06% | -7.05% |
L2025 | $11.67 | 0.05% | -4.74% |
Linc | $23.00 | 0.03% | -2.07% |