4 ms·

you should probably check... there may be fees or other things that have happened.

• thatwasunusual 9y ago
  Ah, yes. I forgot to mention that; the "fund controllers" take 1.25% of my portfolio. The last 5 years it seems to have increased 12,6% in average, though, so I'm not that worried. If I had controlled it myself, well, you get the idea... :)
  • graton 9y ago
    That is a crazy high expense ratio. Schwab offers an S&P 500 index fund for 0.03% https://investor.vanguard.com/investing/how-to-invest/impact-of-costs https://investor.vanguard.com/investing/how-to-invest/impact... http://financials.morningstar.com/fund/expense.html?t=SWPPX&region=usa&culture=en_US http://financials.morningstar.com/fund/expense.html?t=SWPPX&...
    • tome 9y ago
      And 12.6% is a pretty good return.
    • thatwasunusual 9y ago
      ...but is it better? :)
      • graton 9y ago
        Well here are the S&P 500 results for the last few years: As of today for 2017: 14.24% Dec. 31, 2016 11.96% Dec. 31, 2015 1.38% Dec. 31, 2014 13.69% Dec. 31, 2013 32.39% Dec. 31, 2012 16.00% Source: https://ycharts.com/indicators/sandp_500_total_return_annual https://ycharts.com/indicators/sandp_500_total_return_annual