User:Nisiprius/4%-rule withdrawals from real mutual funds

< User:Nisiprius
Revision as of 06:15, 22 November 2020 by Blbarnitz (talk | contribs) (created table)

This is a member contribution representing Nisiprius' personal opinions.



4% Real Withdrawals
Fund Ticker Failures Calendar Years of Failures
Theoretical 60 S&P 500/40 IT govt bonds fund N/A 0 N/A
Fidelity Puritan Fund FPURX 0 N/A
George Putnam Balanced Fund Class Y PGEYX 1 1969
Dodge & Cox Balanced Fund DODBX 3 1966, 1968, and 1969
T.Rowe Price Balanced Fund RPBAX 3 1966, 1968, and 1969
MFS Massachusetts Trust (100% stocks) MITTX 7 1930, all years from 1965-1970, and 1973
Vanguard Wellington VWELX 8 all years from 1962-1969


4pct-60-40.png

4pct-FPURX.png

4pct-PGEYX.png

4pct-DODBX.png

4pct-RPBAX.png

4pct-MITTX.png

4pct-VWELX.png