Wednesday, May 27, 2009

Sorry Jack

Bogle: Vanguard is always near the top in performance and it's always the lowest cost...

The legendary Vanguard 500 Index Investor

Trailing Total Returns as of today's close

Total Return %+/- S&P 500 TR+/- Morningstar Large Core TR USD Index % Rank in Cat
1-Day-1.880.000.2776
1-Week-1.090.010.4176
1-Month4.450.02-0.9163
3-Month22.270.03-1.5649
Year-to-date0.050.031.6864
1-Year-33.740.02-4.7651
3-Year Annualized-9.41-0.06-2.9348
5-Year Annualized-2.57-0.09-2.0553
10-Yr Annualized*-2.56-0.08-1.3156


The S&P 500 consistently underperforms most large cap blend mutual funds. Clearly, survivor bias is an issue here, but not enough to worry about.

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