sp500 return

I have an retirement account in vanguard sp500 index fund from my prior enployer.  no additional money.  no touch at all.

$415K in Jan 2014

$930K in Jan 2024.  

It said $366k from market gain and $134K from income return ( i think it is from dividend), total personal investment return $500K.  

Rate of return:  15.7%---What?  it took 10 years to double, that should be 7% rate of return, right?

 

所有跟帖： 

• 你運氣好。過去十年是黃金十年。曆史平均數是11%。 -矽穀居士- ♂ (0 bytes) () 01/02/2024 postreply 10:33:20

• 7%是扣除了通貨膨脹因素以後。 -矽穀居士- ♂ (0 bytes) () 01/02/2024 postreply 10:34:16

• if return is 15%, it should be 1.6M! some thing wrong? -meowi- ♀ (0 bytes) () 01/02/2024 postreply 10:45:54

• 是不是管理公司收了額外的費用？有些資管公司很黑的。 -矽穀居士- ♂ (0 bytes) () 01/02/2024 postreply 10:56:34

• not sure, it is in Vanguard admire fund, should be less fee -meowi- ♀ (0 bytes) () 01/02/2024 postreply 12:23:02

• 9年total return 估算約9.6%？ -IEbird- ♀ (0 bytes) () 01/02/2024 postreply 11:21:02

• 先了解一下yield 和rate of return的不同定義和算法就理解了 -虎嗅薔薇- ♀ (1012 bytes) () 01/03/2024 postreply 14:06:34

• 黃金的十年。未來會延續嗎？經濟和科技係統變遷了嗎？如從1999年底推算快慢網友結論7.032%，沒有adjust通脹。 -IEbird- ♀ (0 bytes) () 01/02/2024 postreply 10:52:11

• 你看的是最近3年或5年的吧？再回去仔細看看 -andy99- ♂ (0 bytes) () 01/02/2024 postreply 10:59:50

• 10 years 2014-2024 -meowi- ♀ (0 bytes) () 01/02/2024 postreply 12:21:13

• VOO 1/1 2014 $163 1/1 2024 $433, 樓主的賬戶是扣了費用？ -品酒- ♀ (0 bytes) () 01/02/2024 postreply 11:20:23

• wow,maybe I should sell the fund and change to VOO! big diff -meowi- ♀ (0 bytes) () 01/02/2024 postreply 11:48:49

• dividend 是每年產生的，所以算return rate會有點不一樣 -咖喱披薩- ♀ (0 bytes) () 01/02/2024 postreply 11:26:08

• Arithmetic gain? -RomaVacation- ♂ (0 bytes) () 01/02/2024 postreply 11:41:32

• ?? not understand -meowi- ♀ (0 bytes) () 01/02/2024 postreply 11:55:00