Just their retirement planner alone has become an invaluable tool to keep myself on track financially. Thank you for your support!ġ) Personal Capital is simply the best tool out there to track your net worth and plan for financial freedom. P.S.: The links below are affiliate links, which means I receive a small commission at no extra cost to you when you sign up for one of the services. Over the past years, I have discovered several tools and products that have helped me tremendously on my path to financial freedom: Thus, BND performed worse than IUSB by 0.03% annually. This equates to a $2,704 profit over 6 years and a compound annual growth rate (CAGR) of 4.13%.īND’s CAGR is 0.03 percentage points lower than that of IUSB and as a result, would have yielded $216 less on a $10,000 investment. With a $10,000 investment in IUSB, the end total would have been $12,704. This is a profit of $2,488 over 6 years and amounts to a compound annual growth rate (CAGR) of 4.09%. Portfolio GrowthĪ $10,000 investment in BND would have resulted in a final balance of $12,488. Most years the iShares Core Total USD Bond Market ETF has given investors modest returns, such as in 2011, 2010, and 2015, when gains were 0.0%, 0.0%, and 0.46% respectively. The poorest year for IUSB in the last ten years was 2018, with a yield of -0.38%. The year 2019 was the strongest year for IUSB, returning 9.26% on an annual basis. In most years the Vanguard Total Bond Market Index Fund ETF Shares provided moderate returns such as in 2017, 2012, and 2014 where annual returns amounted to 3.62%, 4.04%, and 5.96% respectively. BND’s worst year over the past decade yielded -2.14% and occurred in 2013. Groundfloor offers fantastic short-term, high-yield bonds that can add diversification to your portfolio! Performance Annual ReturnsīND had its best year in 2019 with an annual return of 8.71%. FYI: Another great way to get exposure to the real estate sector is by investing in real estate debt.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |