Saturday, December 20, 2014

Attention dollar-cost-averagers: Through November bonds still beat stocks for the last 15 years

morningstar.com
politicalcalculations.com

Your average annual nominal return from the S&P500 for 15 years through November is just 4.52%, with dividends fully reinvested. From intermediate term bonds in an index fund like VBIIX your average nominal return for 15 years through 12/18/14 is 6.46%, and better sleep.