1 yr 18.06%
3 yr 26.63% annualized (new funds yearly)
13.55% cash
Roth II
1 yr 27.04%
3 yr 30.31% annualized (new funds yearly)
21.64% cash
1 yr 18.06%
3 yr 26.63% annualized (new funds yearly)
13.55% cash
Roth II
1 yr 27.04%
3 yr 30.31% annualized (new funds yearly)
21.64% cash
1 yr 18.32%
3 yr 34.24% annualized, reinvest divys, no new money
<1% cash
Taxable II
1 yr 13.63%
3 yr 23.56% annualized (gets money in and out)
14.7% cash (short term bills)
IRA
1 yr 23.02%
3 yr 50.96% annualized, reinvest divys, no new new money
63.73% cash (typically <5%)
1 yr 18.32%
3 yr 34.24% annualized, reinvest divys, no new money
<1% cash
Taxable II
1 yr 13.63%
3 yr 23.56% annualized (gets money in and out)
14.7% cash (short term bills)
IRA
1 yr 23.02%
3 yr 50.96% annualized, reinvest divys, no new new money
63.73% cash (typically <5%)