C, S or I - biggest 20 year potential

[WallStreet]

More potential over next 10 -20 years, C fund, S fund or I fund??

I'm talking the one with the biggest increase from 2011 until 2031...

debate

 

[david.alan.williams]

Well, the past 8 years, it was the S Fund so I'd have to speculate the
S Fund #1
I Fund #2
C Fund #3

Now if the country keeps spiraling downward out of control thinking that spending is good, tax increases are good, immigration is good, and social programs are good, then I'd have to say the I Fund would be best.

D

 

[Boghie]

The more things change, the more they stay the same...

C: Expected Return 10%, Expected Risk (Standard Deviation) 16%
S: Expected Return 11%, Expected Risk (Standard Deviation) 20%
I: Expected Return 10%, Expected Risk (Standard Deviation) 17%​

Thus, a normal year for:

C could be anywhere between -6% and +26%
S could be anywhere between -9% and +31%
I could be anywhere between -7% and +27%​

My guess is that short term the C Fund will be a bit superior. Long ter it will be the S Fund. But, don't get caught 100% in the S Fund when it dumps. It moves quick.

 

[WorkFE]

But, don't get caught 100% in the S Fund when it dumps. It moves quick.

Yes it does. The volatility in the S fund can be breathtaking and disheartening, especially when your in 100%.

 

[amoeba]

None of the above

More potential over next 10 -20 years, C fund, S fund or I fund??

I'm talking the one with the biggest increase from 2011 until 2031...

debate

You mean if you left it there and did nothing for 10-20 years? Birchtree knows all about that strategy.

The answer would be none of the above. If you're gonna stick your head in the sand, you might as well put it in the G-fund or stuff it under your pillow.

 

[Silverbird]

I Fund is primarily EU (European Union) and Japanese companies. No developing economy (aka China, India, etc) companies. Although in the past I Fund had some stupendous returns, one has to remember the economies involved also were going through boom times. If you bet on I, you are betting on Europe and Japan.

 

[amoeba]

Well, the past 8 years, it was the S Fund so I'd have to speculate the
S Fund #1
I Fund #2
C Fund #3

Now if the country keeps spiraling downward out of control thinking that spending is good, tax increases are good, immigration is good, and social programs are good, then I'd have to say the I Fund would be best.

D

To repeat a discussion made several times before - that depends on the timeframe, if you made that 10 years instead of 8; you'll see something quite different; I believe F and G are the best, I and C negative, and S - I haven't been able to find a 10 year record. You tell me - my guess it was last place.