Author Topic: 401k performance question  (Read 2081 times)

helfer

  • 5 O'Clock Shadow
  • *
  • Posts: 7
401k performance question
« on: October 29, 2015, 07:48:45 AM »
7.83% average since 2013. 

2013 - 28%
2014 - 3%
2015 - (-7.5%)  so far

I've recently changed some of my higher expense ratio stocks into Prudential stock Index Z, trying to determine if everyone having a downturn or if I need to consider changing my investments further.

Thanks

seattlecyclone

  • Magnum Stache
  • ******
  • Posts: 4979
  • Age: 34
  • Location: Seattle, WA
    • My blog
Re: 401k performance question
« Reply #1 on: October 29, 2015, 11:05:25 AM »
What date is this -7.5% number from? As of today the S&P 500 is up 1.39% year to date, but if you were looking at a statement from the end of September the S&P 500 was down almost 7% at that time.

Are you investing mostly in index funds? If not, consider changing that.

helfer

  • 5 O'Clock Shadow
  • *
  • Posts: 7
Re: 401k performance question
« Reply #2 on: October 29, 2015, 11:57:56 AM »
The date was previous quarter, so that makes sense.  I was not investing in index funds, have made changes to correct that.

Thanks

fonzarthur

  • 5 O'Clock Shadow
  • *
  • Posts: 13
Re: 401k performance question
« Reply #3 on: October 29, 2015, 12:01:04 PM »
2013: 27.02%
2014: 6.44%
2015: -4.88% (as of 9/30)

dcozad999

  • Pencil Stache
  • ****
  • Posts: 630
Re: 401k performance question
« Reply #4 on: October 29, 2015, 02:07:35 PM »
I'm at 2.4% YTD

Jeremy E.

  • Handlebar Stache
  • *****
  • Posts: 1946
  • Location: Lewiston, ID
Re: 401k performance question
« Reply #5 on: October 30, 2015, 06:20:15 PM »
down 5.30% from 01/01/2015-09/30/2015

SMCx3

  • Stubble
  • **
  • Posts: 111
Re: 401k performance question
« Reply #6 on: October 31, 2015, 07:05:41 AM »
I just checked +.86% for 2015. 

saijoe

  • 5 O'Clock Shadow
  • *
  • Posts: 96
Re: 401k performance question
« Reply #7 on: October 31, 2015, 07:16:15 AM »
Up 0.375% YTD.  But I will have added $24K to it this year (over 50).  YAY.