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: 406
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: 406
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 Prices2024-04-18

FundPriceDayYTD
G $18.19 0.01% 1.27%
F $18.62 -0.30% -3.14%
C $78.45 -0.21% 5.50%
S $76.12 -0.20% -1.27%
I $40.67 0.02% 1.21%
L2065 $15.58 -0.13% 3.04%
L2060 $15.58 -0.13% 3.04%
L2055 $15.58 -0.13% 3.04%
L2050 $31.35 -0.13% 2.44%
L2045 $14.32 -0.12% 2.35%
L2040 $52.37 -0.11% 2.29%
L2035 $13.85 -0.10% 2.21%
L2030 $46.21 -0.09% 2.15%
L2025 $12.93 -0.05% 1.72%
Linc $25.28 -0.04% 1.51%

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