large cap fund. I just called fidelity,

來源: meowi 2023-12-08 12:28:53 [] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (312 bytes)
回答: My retirement account. company directmeowi2023-12-08 12:04:12

I just called fidelity.  Their data can only go back for 10 years.  So for the past 10 years, my personal rate of return is 154.7%!!!  wow, it is about 15% per year like some of you mentioned in this forume.  The past 10 years is the golden time to invest in both stock and in house!

所有跟帖: 

選這個, 可以看到2003-2023 的資料: -yfdc- 給 yfdc 發送悄悄話 yfdc 的博客首頁 (10592 bytes) () 12/08/2023 postreply 12:48:42

how to find that tab? I spent 20min and can not find it. -meowi- 給 meowi 發送悄悄話 (0 bytes) () 12/08/2023 postreply 13:07:40

choice “ performance" first, then .... -yfdc- 給 yfdc 發送悄悄話 yfdc 的博客首頁 (12872 bytes) () 12/08/2023 postreply 13:16:01

好人!手把手幫助人。 -bobpainting- 給 bobpainting 發送悄悄話 (0 bytes) () 12/08/2023 postreply 13:28:22

Thankyou.but only for individual not for work retirement acc -meowi- 給 meowi 發送悄悄話 (0 bytes) () 12/08/2023 postreply 13:41:18

yeah that sounds correct! -CatcherInTheRye- 給 CatcherInTheRye 發送悄悄話 (0 bytes) () 12/08/2023 postreply 12:51:30

Cumulative return of S&P 500 Index is 205% for the past 10 y -稀裏糊塗麻麻糊糊- 給 稀裏糊塗麻麻糊糊 發送悄悄話 (14 bytes) () 12/08/2023 postreply 13:04:34

:( it seems the fund is worse than SP500, so sp 20%/yr! -meowi- 給 meowi 發送悄悄話 (0 bytes) () 12/08/2023 postreply 13:09:34

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