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

[abc]

was that 401k or ira.

 

[Cattlegod]

how do you find it out? I use fidelity btw

 

[abc]

easy, go into your fidelity acct, go into netbenefits as that's for 401k...

go into your current, active 401k plan,

the default tab w/ a pie chart is 'investments'


other tabs: sources, asset classes, year to date change


click the last tab and page refreshes, there it is. ytd change

 

[Cattlegod]

Originally posted by: abc
easy, go into your fidelity acct, go into netbenefits as that's for 401k...

go into your current, active 401k plan,

the default tab w/ a pie chart is 'investments'


other tabs: sources, asset classes, year to date change


click the last tab and page refreshes, there it is. ytd change

Investments Sources Asset Classes

I only see those 3 tabs. The 4th you say isn't listed as a tab.

EDIT: Found it, I had to go to the online statement tab.

-3.7%

3.2% for the last 6 months though.

 

[abc]

crap.. what version are you using? lol.. j/k

i logged in to see if there was something i could do to toggle off/on that tab, no...

hoe about calling Fidelity.

 

[abc]

hmm i dont / never go to online statement.. i wouldn't get anything there...

i just enter the page at the summary screen by default when getting into my plan thru netbenefits.

so what's ur performance

 

[Noirish]

401k, 4.2% lifetime, which is only 5 years.
i believe i was down like 25% during the bomb.

roth ira, ytd, is probably around 33%.

 

[abc]

Originally posted by: Noirish
401k, 4.2% lifetime, which is only 5 years.
i believe i was down like 25% during the bomb.

roth ira, ytd, is probably around 33%.

damn... did you have small caps? did you leave things as was or rebalance to get yourself out of that.

 

[Cattlegod]

Originally posted by: abc
hmm i dont / never go to online statement.. i wouldn't get anything there...

i just enter the page at the summary screen by default when getting into my plan thru netbenefits.

so what's ur performance

10.8% for the past 2 years

-3.7% this year

3.2% past 6 mos.

 

[Dulanic]

11.52% this year.

 

[LordSnailz]

boo, only 7.6% roth is 20.83% but I only had 6k in there

How do you get the lifetime performance of your 401k, couldn't find it anywhere.

 

[dionx]

12.17% upto today

 

[TBone48]

8.57% I'm getting more conservative as I get older. 401(k) btw.

 

[abc]

Originally posted by: LordSnailz
boo, only 7.6% roth is 20.83% but I only had 6k in there

How do you get the lifetime performance of your 401k, couldn't find it anywhere.

which fund administrator?

 

[Noirish]

Originally posted by: abc

Originally posted by: Noirish
401k, 4.2% lifetime, which is only 5 years.
i believe i was down like 25% during the bomb.

roth ira, ytd, is probably around 33%.

damn... did you have small caps? did you leave things as was or rebalance to get yourself out of that.

no small caps for me, they are rollercoaster rides too exciting for my heart.
i usually invested in mid caps and international.
occasionally transfer is also required, stocks can't always go up, when it's too high, put majority in interest or bond.

 

[AgentEL]

4.0%

 

[Rumpltzer]

I just spent an hour looking at my 401K after looking at this thread.

I've been here since January, contributing to four funds, and I'm averaging 6.59% return (not counting matching funds from my company). I've shifted off my lowest return fund (1.86%) to something more aggressive.

 

[KLin]

My YTD return just went out the Window in the past couple of weeks .

 

[abc]

ha ha... i know... i realized the same thing just last night... start of the year was slow, spring was better, early summer was smoking.... now, leading into traditionally the best 3 months of the yr... but it's not riding it.

 

[vi edit]

3.7%. Only being saved by international markets at this point.

Last year was almost 18%. This is with a pretty basic & balanced portfolio managed by Principal.

 

[johnjbruin]

401K - 5.2%

 

[mchammer]

How bad did all of you guys get pwned during 2001-2002?

 

[KLin]

Originally posted by: mchammer
How bad did all of you guys get pwned during 2001-2002?

I didn't start mine until may 2002, so it wasn't too bad for me starting up .

 

[dr150]

Originally posted by: 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.

About the same.

It doesn't matter, since 401k funds generally should give 7%+ over the long term....which is the whole purpose of the 401k....long term.

And generally there is little you can do about it as you have only a bag of funds that your company allows yu to invst in.

Be happy, don't worry.,

 

[ThaPerculator]

401K was at 10% until the last 2 weeks... now a measly 6%.