Difference between revisions of "User:Nisiprius/4%-rule withdrawals from real mutual funds"

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--VWELX: 8 failures, in all years from 1962-1969
 
--VWELX: 8 failures, in all years from 1962-1969
  
[[File:4pct-60-40.png|thumb|center|800px|60% S&P 500 and predecessors, 40% intermediate-term government bonds]]
+
[[File:4pct-60-40.png|800px]]
[[File:4pct-FPURX.png|center|800px]]
+
 
[[File:4pct-PGEYX.png|thumb|center|800px|Vanguard Wellington Fund]]
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[[File:4pct-FPURX.png|800px]]
[[File:4pct-DODBX.png|thumb|center|800px|Dodge & Cox Balanced Fund]]
+
 
[[File:4pct-RPBAX.png|thumb|center|800px|T. Rowe Price Balanced Fund]]
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[[File:4pct-PGEYX.png|800px]]
[[File:4pct-MITTX.png|thumb|center|800px|(100% stocks) MFS Massachusetts Investors' Trust Fund]]
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[[File:4pct-VWELX.png|thumb|center|800px|Vanguard Wellington Fund]]
+
[[File:4pct-DODBX.png|800px]]
 +
 
 +
[[File:4pct-RPBAX.png|800px]]
 +
 
 +
[[File:4pct-MITTX.png|800px]]
 +
 
 +
[[File:4pct-VWELX.png|800px]]
  
  
 
{{Bogleheads}}
 
{{Bogleheads}}
 
[[Category:The Bogleheads]]
 
[[Category:The Bogleheads]]

Revision as of 21:31, 21 November 2020

This is a member contribution representing Nisiprius' personal opinions.


--Theoretical 60/40 fund: 0 failures. --FPURX: 0 failures. --PGEYX: 1 failure, in 1969 --DODBX: 3 failures, in 1966, 1968, and 1969 --RPBAX: 3 failures, in 1966, 1968, and 1969 --MITTX (100% stocks): 7 failures, in 1930, all years from 1965-1970, and 1973 --VWELX: 8 failures, in all years from 1962-1969

4pct-60-40.png

4pct-FPURX.png

4pct-PGEYX.png

4pct-DODBX.png

4pct-RPBAX.png

4pct-MITTX.png

4pct-VWELX.png