Vanguard 3 fund portfolio returns

    • [DOC File]Are the GMO Predictions of Asset Style Returns Accurate

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      The correlation between the GMO predicted returns and the Vanguard realized returns for equities, bonds, and all assets taken together are 0.954, 0.959 and 0.677 respectively. These are average geometric returns from The end of July 2000 through the end of July 2010. They are for asset classes ranked by predictions.

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    • [DOC File]The Best Funds from Dimensional Fund Advisors and Vanguard

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      In 1999, the Vanguard fund was up 23.1 percent and the DFA fund was up 29.8 percent. In the first five months of 2001, the Vanguard fund was up 3.2 percent while the DFA fund was up 18.5 percent. The effect also works in reverse. When small-cap stocks are lagging, the DFA fund’s returns …

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    • [DOC File]Sector-Fund Investing

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      For example, if 20% of your portfolio is in a fund that has 40% of its assets in technology, that fund's technology position accounts for 8%--20% of 40%--of your overall portfolio.) If you owned equal amounts of Vanguard 500 Index VFINX and Vanguard Growth Index VIGRX at the end of 1999, for example, 30% of your portfolio was in technology stocks.

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    • [DOCX File]Investment Policy Statement - Vanguard

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      Each fund should be an appropriate building block to forming a reasoned and diversified portfolio; Each fund should be relatively low-cost and broadly diversified within its area of focus; Each fund should capture asset-class returns (i.e., be fully invested and diversified in its area of focus);

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    • [DOC File]1

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      Mutual Fund Evaluation. AMAGX, FDVLX, VQNPX. December 5th, 2007 Vanguard Growth and Income (VQNPX)* Vanguard’s Growth and Income Fund Investor’s Shares (VQNPX) is a large cap equity income fund with moderate risk exposure in diversified industries and sectors. The fund has been managed by John S. Cone of Franklin Portfolio Associates, LLC ...

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    • [DOC File]The Best Mutual Funds in the World

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      In 2001, the Vanguard fund was up 3.1 percent while the DFA fund was up 22.8 percent. In 2002, the Vanguard fund lost 20.0 percent while the DFA fund lost 13.3 percent. The effect also works in reverse. When small-cap stocks are lagging, the DFA fund’s returns will be hit harder.

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