Showing posts with label Vanguard. Show all posts
Showing posts with label Vanguard. Show all posts
Saturday, July 5, 2025

Performance of some older Vanguard funds since inception, through June 30, 2025

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In chronological order:   Wellington Fund, VWELX, inception July 1, 1929: 8.35% Windsor Fund, VWNDX, inception October 23, 1958: 11.24% U. S...

Vanguard performance: Total bond and total stock market indices since inception

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 VBMFX, inception 12/11/1986: 5.03% through 6/30/25 VTSMX, inception 4/27/1992: 10.47% through 6/30/25 
Saturday, April 12, 2025

Week over week US Treasury yields in the aggregate popped 5.8% on net to an average 4.335% after declining for months from 4.5 to 4.0 and everybody's freaking out like this hasn't happened, what, six times now in the current era

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Most of the pissing and moaning is from investors who pulled the bond trigger too soon, plowed into fixed income, and got burned badly becau...
Tuesday, January 23, 2024

As stock indexes make new all time highs, it's still a 7% world, not a 16% world

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The current $SPX world, from Aug 2000 (market peak) to Dec 2023, dividends reinvested, average per annum return: 7.019% nominal. The previou...
Friday, October 20, 2023

Vanguard's long term Treasury fund, started in 1986, set a new all time low price record yesterday: What a coincidence

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  VUSTX fell to $7.37 yesterday, October 19, 2023. Until the bond debacle of 2022, the lowest price ever was set way back in 1987, also on O...
Tuesday, September 26, 2023

Dramatic price action today for 30+ years old Vanguard Treasury funds

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VFISX inception date 10/28/1991 New all time low price set today 09/26/2023 close : $9.71 VFITX inception date 10/28/1991 All time low pr...
Monday, September 25, 2023

US Treasury yields pushed to new cycle highs last week despite another Fed interest rate pause

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 Cash was about the only thing which did better week over week on Friday. Treasuries and bonds generally took a beating, as did stocks. The ...
Sunday, September 17, 2023

Let's check in on the US Treasury yield curve and year to date performance of selected Vanguard funds

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The UST yield curve aggregate closed up a net 0.68% week over week on 9/15, to an average of 5.006923, the first Friday close this cycle in ...
Tuesday, January 3, 2023

Total bond market index for long term investors vs. S&P 500

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Return for VBMFX, Vanguard's Total Bond Market Index Fund, investor shares, closed to new investors, inception December 1986-December 20...

Long-term investment grade bonds for long term investors vs. the S&P 500

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Return for VWESX, Vanguard's Long-Term Investment Grade Bond Fund, inception July 1973-December 2022: 7.48%. Return for S&P 500, ave...
Thursday, December 8, 2022

If you haven't saved enough for an emergency, it's on you, and borrowing money for an emergency when you have it is another stupid thing which is on you

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Two stupids don't make a smart.   “It’s a terrible idea to take money out of your 401(k),” said Ted Jenkin, a certified financial plann...
Thursday, December 1, 2022

The traditional 60/40 portfolio is now down only 13.76% in 2022 through November, not adjusted for inflation north of 6%

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Total stock market index, VTSAX:  -14.51% through November Total bond market index, VBTLX:  -12.64% through November
Thursday, October 20, 2022

The US Treasury crash is epitomized by what's happened to Vanguard's long term Treasury mutual fund VUSTX

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                        The fund is down to $8.36 tonight, 2 cents away from its all time low set on October 19, 1987 at $8.34. That was 35 ...
Wednesday, October 19, 2022

This is a bitter anniversary of fear, and a day of loathing

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Exactly 35 years ago tonight this fund marked its all time low at $8.34 when stocks crashed 20% in one day, October 19, 1987. It happened be...
Tuesday, October 18, 2022

Long US Treasury and Investment Grade bonds both made new 52-week lows again last night

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Yippee-ki-yay.  
Sunday, October 2, 2022

The traditional 60/40 portfolio is down 20.77% ytd

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 VTSAX is down 24.89% through 9/30. VBTLX is down 14.59% through 9/30. And don't forget to subtract all-items inflation of 6.14% from No...
Tuesday, September 27, 2022

The Great Long Term Investment Grade Bond Debacle of 2022

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Safe havens aren't supposed to do this. Long term return for VWESX since inception in 1973 near the end of 2018 reached north of 8%. In ...
Saturday, September 24, 2022

Two conditions need to develop before buying bonds

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. . . the trend in the bond market . . . still looks bearish. ... As yields rise and inflation eases, the relative allure of bond payouts b...
Tuesday, April 17, 2018

Hogg jumps shark, now calls for boycott of Blackrock and Vanguard over guns

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Story here  (photo here ). Rotza ruck with that, kid.
Saturday, January 3, 2015

Buy and Hold: Why bother with Bridgewater's All Weather or with a simple global market portfolio?

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Meb Faber compares the returns from behemoth Bridgewater's All Weather portfolio to a simple global market portfolio (GAA)  here , ack...