3 ms·
I think what you're seeing is the higher yield (+risk) of the small-cap fund. See this comparison to VISGX only: https://www.portfoliovisualizer.com/backtest-
by bsmith89 6y ago
I think what you're seeing is the higher yield (+risk) of the small-cap fund. See this comparison to VISGX only:
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VTSMX&allocation1_1=100&symbol2=VFINX&allocation2_2=34&symbol3=VISGX&allocation3_2=33&allocation3_3=100&symbol4=VMCIX&allocation4_2=33 https://www.portfoliovisualizer.com/backtest-portfolio?s=y&t...