The answer: it looks very bad for funds and fund families that pride themselves on being better than average. That’s what I conclude as I look over the results of Fidelity funds and the flagship fund from American Funds. This post highlights the poor
I contributed $2,000 to my IRA each year for many years. IRAs that gave a tax deduction for that $2,000 started in about 1981, and I jumped on board. I invested $2,000 each year, the allowable maximum at the time.
I like looking at theVanguard Style Box (I call it a Nine Box.) at the end of the year to get a snapshot of what segments of stocks outperformed and underperformed the US stock market as a whole. This post discusses the 2018 snapshot.
Market returns were not good for the calendar year. This is clearly the worst year in decade. Here are the annual returns for stocks and bonds for the past four years following the recommendations in Nest Egg Care – using the specific mutual funds and