Bonds v. Stocks YTD Performance (VTSMX, VGTSX, VBMFX, VTIBX, & VWITX)

in #stocks7 years ago

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Introduction
The purpose of this post is to demonstrate the YTD performance of domestic and international stocks and bonds by comparing various Vanguard index funds. As demonstrated by the graphs, bonds have been significantly more stable than stocks. Recently, domestic stocks pulled ahead of international bonds in terms of performance. I will continue to track the progress of these index funds in future posts.

YTD Performance

Note - Chart also reflects the periodic dividends paid by the various funds (stocks - quarterly; bonds - monthly)

References
https://finance.yahoo.com/quote/VTSMX/history?p=VTSMX
https://finance.yahoo.com/quote/VGTSX/history?p=VGTSX
https://finance.yahoo.com/quote/VBMFX/history?p=VBMFX
https://finance.yahoo.com/quote/VTIBX/history?p=VTIBX
https://finance.yahoo.com/quote/VWITX/history?p=VWITX

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I go 20/20/20/20/20
Large/mid/small/international/bonds