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progree

(10,901 posts)
17. Here's how the Vanguard S&P 500 Index fund did thru Friday's close, YTD, 3y, 5y, 10y per Morningstar
Sat Dec 15, 2018, 06:59 PM
Dec 2018

1st number is average annualized return (except YTD which is actual percent change from 12/31/17 close)

2nd number is what a dollar invested at beginning of period would be worth today.

Includes reinvested dividends and other distributions

-0.95% , $0.9905 # YTD
10.96% , $1.366 # 3 years
10.14% , $1.620 # 5 years
13.82% , $3.650 # 10 years

https://www.morningstar.com/funds/XNAS/vfiax/quote.html

The 10 year is very much enhanced because it is comparing Friday to 12/14/08, just 4 months from the Great Recession's market bottom.

In case anyone has YTD, 3y, 5y, 10y info on their accounts to compare to a common benchmark, the S&P 500 (which is 75-80% of the U.S. stock market by capitalization). I use VFIAX (the Vanguard 500 index fund) because it includes reinvested distributions and expenses, so is not some theoretical thing.

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