large cap fund. I just called fidelity,

回答: My retirement account. company directmeowi2023-12-08 12:04:12

I just called fidelity.  Their data can only go back for 10 years.  So for the past 10 years, my personal rate of return is 154.7%!!!  wow, it is about 15% per year like some of you mentioned in this forume.  The past 10 years is the golden time to invest in both stock and in house!

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选这个, 可以看到2003-2023 的资料: -yfdc- 给 yfdc 发送悄悄话 yfdc 的博客首页 (10592 bytes) () 12/08/2023 postreply 12:48:42

how to find that tab? I spent 20min and can not find it. -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:07:40

choice “ performance" first, then .... -yfdc- 给 yfdc 发送悄悄话 yfdc 的博客首页 (12872 bytes) () 12/08/2023 postreply 13:16:01

好人!手把手帮助人。 -bobpainting- 给 bobpainting 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:28:22

Thankyou.but only for individual not for work retirement acc -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:41:18

yeah that sounds correct! -CatcherInTheRye- 给 CatcherInTheRye 发送悄悄话 (0 bytes) () 12/08/2023 postreply 12:51:30

Cumulative return of S&P 500 Index is 205% for the past 10 y -稀里糊涂麻麻糊糊- 给 稀里糊涂麻麻糊糊 发送悄悄话 (14 bytes) () 12/08/2023 postreply 13:04:34

:( it seems the fund is worse than SP500, so sp 20%/yr! -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:09:34

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