sp500 return

I have an retirement account in vanguard sp500 index fund from my prior enployer.  no additional money.  no touch at all.

$415K in Jan 2014

$930K in Jan 2024.  

It said $366k from market gain and $134K from income return ( i think it is from dividend), total personal investment return $500K.  

Rate of return:  15.7%---What?  it took 10 years to double, that should be 7% rate of return, right?

 

你运气好。过去十年是黄金十年。历史平均数是11%。

7%是扣除了通货膨胀因素以后。

if return is 15%, it should be 1.6M! some thing wrong?

黄金的十年。未来会延续吗？经济和科技系统变迁了吗？如从1999年底推算快慢网友结论7.032%，没有adjust通胀。

是不是管理公司收了额外的费用？有些资管公司很黑的。

你看的是最近3年或5年的吧？再回去仔细看看

DO YOUR SIMPLE MATH, 7.677% ANNUAL RETURN ONLY.

每年平均涨8.4% 而已，并没扣除通胀, 小学数学而已。

VOO 1/1 2014 $163 1/1 2024 $433, 楼主的账户是扣了费用？

9年total return 估算约9.6%？

dividend 是每年产生的，所以算return rate会有点不一样

Arithmetic gain?

wow,maybe I should sell the fund and change to VOO! big diff

?? not understand

10 years 2014-2024

not sure, it is in Vanguard admire fund, should be less fee