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Subject:  Re: Talk me out of a Financial Advisor Date:  6/2/2013  4:02 PM
Author:  MurrayS Number:  72372 of 88513

SPY (w/div)
B&H: $1.0000 grows to $ 2.3000 in 10.07 years. rate: 8.62% stdev: 20.6%

So that there's your S&P. Up a total of 8.9% w/o dividends or 13.0% w/dividends.

What am I missing? How did 8.62% become 13%?

Just to confirm, I pulled up historical prices for VFINX. On 3/31/2003, the adjusted close (including distributions) was $64.45. On 3/28/2013, it was $144.61, 2.24 times the initial investment or an annual return of 8.4%.

Again, where does the 13% come from??

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