What is the YTD return so far in your 401k or IRA?

[Night201]

My 401k return is 3.2% so far...just wondering what everyone elses is....

Edit: Please tell if it's a 401k or IRA as well.

 

[dionx]

6.24%, investing very aggressive

i'm glad it's still positive considering last years return for me was nearly 40%

 

[GhettoFob]

it was at 2% for most of the year, but it's up to about 5% now

 

[Night201]

Looks like I should be a little more aggressive.

 

[Blastomyces]

24%, FSENX

Low 30s to low 40s.

 

[isasir]

Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.

 

[Night201]

FSNEX?

 

[Night201]

Originally posted by: isasir
Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.

I just changed some numbers around about an hour ago. I like to do it about 1-2x year.

Maybe this thread was a good reminder for you...

 

[Blastomyces]

I changed the original post, its FSENX, Fidelity Select Energy Mutual Fund. For idiot proof investing, go to Fidelity, Select Mutual funds( Select Funds are sector based), pick a hot sector (energy, housing, defense), profit 20-30%/year.

 

[isasir]

Originally posted by: Night201

Originally posted by: isasir
Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.

I just changed some numbers around about an hour ago. I like to do it about 1-2x year.

Maybe this thread was a good reminder for you...

The only thing I had done up until this point was re-balance it so my initial percentage distribution was set. I see my conservative funds are doing crappy, so maybe I should get more aggressive the rest of this year.

 

[Yossarian]

3.4

I haven't touched it at all this year, I should make some adjustments.

 

[hellman69]

-1.2%. A bunch of off-shore funds.

Trevor

 

[isasir]

So I just moved about $5k from a conservative fund into a more aggressive fund (and restructured future contributions). Let's hope this turns out good for me. :thumbsup:

 

[Medicine Bear]

17.68% right now. Crusing along nicely.

 

[isasir]

Originally posted by: Medicine Bear
17.68% right now. Crusing along nicely.

Pretty impressive. You sure you don't want to get a prenup?

 

[HardcoreRobot]

Roth IRA - 12.48%
401K - 6.68%

 

[iamwiz82]

9.48%

My agressive fund is up 29% this year.

 

[Medicine Bear]

Originally posted by: isasir

Originally posted by: Medicine Bear
17.68% right now. Crusing along nicely.

Pretty impressive. You sure you don't want to get a prenup?

Hehe. I think her's is actually ourperforming mine.

 

[Engineer]

I hate you all! :frown:

 

[kyparrish]

From the fidelity website...

Personal Rate of Return from 01/01/2005 to 07/22/2005 is 5.8%

Meh.

 

[gar3555]

6.8%

 

[HopJokey]

6.7%

 

[ponyo]

14.5%.

IRA. I manage my own via stocks. Nowhere near 131% I did last year but I don't have stock like Apple this year. Phillip Morris and Merck aren't exactly highfliers. But they provide good steady dividend. AMD has done well for me though.

 

[abc]

Personal Rate of Return from 01/01/2005 to 09/26/2005 is 17.7%, 401k through Fidelity.

for my current plan, i have another one i never rolled over, not sure what it's making.

 

[J0hnny]

22.6% YTD returns from my vanguard funds.