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: 424
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: 424
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 Prices2024-05-17

FundPriceDayYTD
G $18.26 0.01% 1.63%
F $18.97 -0.24% -1.31%
C $83.13 0.12% 11.79%
S $81.54 0.08% 5.77%
I $43.48 0.27% 8.20%
L2065 $16.57 0.16% 9.63%
L2060 $16.58 0.16% 9.64%
L2055 $16.58 0.16% 9.64%
L2050 $33.06 0.12% 8.01%
L2045 $15.05 0.11% 7.61%
L2040 $54.90 0.11% 7.22%
L2035 $14.47 0.10% 6.77%
L2030 $48.10 0.09% 6.33%
L2025 $13.24 0.05% 4.19%
Linc $25.79 0.04% 3.54%

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