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

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m (created table)
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--Theoretical 60/40 fund: 0 failures.
+
 
--FPURX: 0 failures.
+
 
--PGEYX: 1 failure, in 1969
+
{| class="wikitable"
--DODBX: 3 failures, in 1966, 1968, and 1969
+
|+ 4% Real Withdrawals
--RPBAX: 3 failures, in 1966, 1968, and 1969
+
|-
--MITTX (100% stocks): 7 failures, in 1930, all years from 1965-1970, and 1973
+
! Fund !! Ticker !! Failures !! Calendar Years of Failures
--VWELX: 8 failures, in all years from 1962-1969
+
|-
 +
| Theoretical 60 S&P 500/40 IT govt bonds fund ||N/A || align=center|0 |||N/A
 +
|-
 +
| Fidelity Puritan Fund ||FPURX || align=center|0 ||  N/A
 +
|-
 +
| George Putnam Balanced Fund Class Y|| PGEYX || align=center|1 || 1969
 +
|-
 +
| Dodge & Cox Balanced Fund || DODBX|| align=center| 3 || 1966, 1968, and 1969
 +
|-
 +
| T.Rowe Price Balanced Fund || RPBAX || align=center|3 || 1966, 1968, and 1969
 +
|-
 +
| MFS Massachusetts Trust (100% stocks)|| MITTX ||align=center| 7 || 1930, all years from 1965-1970, and 1973
 +
|-
 +
| Vanguard Wellington || VWELX ||align=center| 8 || all years from 1962-1969
 +
|}
 +
 
  
 
[[File:4pct-60-40.png|800px]]
 
[[File:4pct-60-40.png|800px]]

Revision as of 11:15, 22 November 2020

This is a member contribution representing Nisiprius' personal opinions.



4% Real Withdrawals
Fund Ticker Failures Calendar Years of Failures
Theoretical 60 S&P 500/40 IT govt bonds fund N/A 0 N/A
Fidelity Puritan Fund FPURX 0 N/A
George Putnam Balanced Fund Class Y PGEYX 1 1969
Dodge & Cox Balanced Fund DODBX 3 1966, 1968, and 1969
T.Rowe Price Balanced Fund RPBAX 3 1966, 1968, and 1969
MFS Massachusetts Trust (100% stocks) MITTX 7 1930, all years from 1965-1970, and 1973
Vanguard Wellington VWELX 8 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