Otha
Well-known member
From my limited understanding(I've read a lot and invested little due to young age) small, mid, and large cap funds all have had their time to shine in the last 100 years along with growth vs value. I listened to a 2 hour lecture about the differences one time and decided for now a total market fund might be the safest bet until I find the time to do the extensive research to see what market cycle we are in and how that would effect the growth of small,mid, large cap and growth vs value. Like you said changing the length of the data changes the order of highest return.I was searching to find realistic long term expectations and found 7 index funds all created by Vanguard 22 years ago on November 13 2000 and was surprised to see S&P 500 has not been the best of the group for average return per year.
1. Small Cap Index Fund 8.57% per year
2. Extended Market Mid Cap Index 7.57%
3. Total Stock Market Index 7.2%
4. Large Cap Growth Index 7.09%
5. 500 Index Fund 6.9%
6. Large Cap Value 6.87%
7. Balanced Index* 6.24%
*Balanced Index is a Fund consisting of 60% stocks 40% bonds
The order would be different if used 1 yr, 3 yr, 5 yr or 10 yr return
Total Bond Index Fund 3.42% since inception Nov 12, 2001