Re:Dad, Are We Rich?
by tedmiston on Wednesday June 12, 2019 @06:10PM
(#20169874)
I'm not sure that the cited figure of 3-4% return today is truly representative of recent years.
For example, for the popular pick VTSAX (Vanguard's Total Stock Market Index Fund), if you look at the average total return % for recent windows of time:
- YTD: 16.23%
- 1-Year: 4.43%
- 3-Year: 13.28%
- 5-Year: 9.97%
- 10-Year: 14.15%
- 15-Year: 8.91%
The 1-year number is just skewed by the late 2018 market correction in the short term.
For example, for the popular pick VTSAX (Vanguard's Total Stock Market Index Fund), if you look at the average total return % for recent windows of time:
- YTD: 16.23%
- 1-Year: 4.43%
- 3-Year: 13.28%
- 5-Year: 9.97%
- 10-Year: 14.15%
- 15-Year: 8.91%
The 1-year number is just skewed by the late 2018 market correction in the short term.
Source: https://www.morningstar.com/funds/xnas/vtsax/betaquote.html