Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
The Vanguard Value Index Fund Admiral Shares and the Vanguard Small-Cap Value Index Fund Admiral Shares each have a year-to-date return of 22.76%.
- Posts: 5699
- Joined: Sat Mar 03, 2007 8:34 pm
- Location: Portland, Oregon
It's hip to be square.
- Posts: 956
- Joined: Tue Feb 27, 2007 6:13 pm
- Location: Melbourne
gkaplan wrote:The Vanguard Value Index Fund Admiral Shares and the Vanguard Small-Cap Value Index Fund Admiral Shares each have a year-to-date return of 22.76%.
I have them both but don't know what this can mean. I'm assuming that it is positive as I am such a positive Boglehead.
Part-Owner of Texas | | “The CMH-the Cost Matters Hypothesis -is all that is needed to explain why indexing must and will work… Yes, it is that simple.” John C. Bogle
- Posts: 3774
- Joined: Fri Feb 23, 2007 3:19 pm
- Location: Deep in the Heart of South Texas
Looks like the small cap index has now taken the lead.
Showing up at the donut shop at 5 am to get them hot out of the oil is an example of successful market timing.
- Posts: 1871
- Joined: Tue Feb 08, 2011 8:09 pm
- Location: Louisiana
If you don't slice things quite as finely, then you'll see that owning VG's extended market index has given a slightly greater return YTD.
No "value premium" within this size category YTD.
But there is a "small size" premium, since VFINX (S&P500) is +19.91% YTD.
- Posts: 461
- Joined: Wed Jan 23, 2013 2:04 am
Return to Investing - Theory, News & General
Who is online
Users browsing this forum: bs010101, Grasshopper, GuyFromGeorgia, indexfundfan, jbmr1964, JV, LRonHalfelven, midareff, optimpessim, sawhorse, Sibelius, tj, Uncle Pennybags and 68 guests