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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soccermoth
- 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 Prices2024-04-26
| Fund | Price | Day | YTD |
| G | $18.21 | 0.01% | 1.36% |
| F | $18.63 | 0.27% | -3.10% |
| C | $79.85 | 1.02% | 7.38% |
| S | $78.29 | 0.78% | 1.55% |
| I | $41.48 | 0.50% | 3.22% |
| L2065 | $15.89 | 0.80% | 5.08% |
| L2060 | $15.89 | 0.80% | 5.08% |
| L2055 | $15.89 | 0.80% | 5.08% |
| L2050 | $31.87 | 0.68% | 4.13% |
| L2045 | $14.54 | 0.64% | 3.94% |
| L2040 | $53.14 | 0.60% | 3.78% |
| L2035 | $14.04 | 0.55% | 3.58% |
| L2030 | $46.78 | 0.50% | 3.41% |
| L2025 | $13.02 | 0.29% | 2.45% |
| Linc | $25.43 | 0.23% | 2.10% |