I'm new to all this, but it appears the S&P 500 closed out 2016 @ 9.4% for the year. Correct me if I'm wrong, but a buy and hold strategy in the C Fund would have beaten all but two advisory services. Have I got that right?
That may be true. In fact, the C fund returned 12% for the year, when you add dividends.
The markets surprised most of the analysts that year, in that it began the year with a significant decline.
The C fund lost 5% thru Feb. The S fund lost 9.25% thru Feb.
Historically, whenever the markets show a significant decline in January, they will usually reflect significant declines for the entire year. However, in 2016, that was not the case.
The C fund had hit a low in February 2016 that breached its Feb 2014 low. At the time, it was generally believed that the markets would likely move lower before bottoming. However, instead, a V bottom developed which brought the markets back up in a hurry. They "climbed the wall of worry."
Posted by: sarah_oz@yahoo.com
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