The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Withdrawal rates in retirement Date:  4/4/2008  12:52 AM
Author:  Rayvt Number:  62122 of 88435

Ah-hah! Did some more looking. Maybe Vanguard Total Intl Stock Index (VGTSX) is a good proxy for WCSI World index? Vanguard doesn't explicitly say that, but the description sounds pretty close.

1st Quarter the S&P 500 lost 9.9%
And VGTXS year-to-date is down 8.25%.

But, of course, we all realise that short-term performance is meaningless.

Hmm, over the last 4 years, S&P500 is up 20% and VGTSX is up 65%. NOT TOO SHABBY!!! But certainly not the 27% that MSCI World is supposedly up. So this isn't an MSCI index? Low E/R of 0.27%---very good.

How about 5 years? S&P up 60%, VGTSX up 158%. Niiiice!

Ten year: S&P up 20%, VGTSX up 60%.

Maximum interval, Jun 1996 to now: S&P up 85%, VGTSX up 105%.

I do believe that VGTSX is indeed superior to S&P500. Too bad that most 401k's don't have it as an option.
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us